Meru Global:
Meru Global


We choose to present a variety of information to help you understand what we do and who we are




Meru Global Advisors

A Financial services consultancy and Registered Asset Manager

Providing Solution Driven Investment Management, private equity, and advisory services

Serving corporations and institutional investors



Online Client Service Requests

Clients may SUBMIT a Secure CONSULTATION or New account application Request below

Start Your Application To Open An Account
Book an Introductory Conference Call
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Support and General Questions

PLEASE Email OUR TEAM at and INCLUDE your contact information with A BRIEF MESSAGE




Meru? It’s a Commonly Asked First Question

Informing our efforts and culture on several levels, whether it’s the first of its kind summit documented at; or its literal translation of backbone or spine; or its references of enlightenment in religious settings: Google the name "Meru" to learn something interesting and new




Founder & Managing Partner

Philip Capone, CFA

Philip Capone has twelve years of global institutional investment management, corporate finance, and business development expertise gained through positions at OppenheimerFunds, Oppenheimer & Co., Capital One Securities, and affiliates of WorldQuant and Macquarie Group. During his career Philip has advised investment funds directly responsible for over $10 billion in assets under management. Practicing since before the Financial Crisis, he has full economic cycle experience, including hands-on operating, agent, and principal investing experience.

Philip started his career in 2007 at Capital One Securities, working on an established equity research team in New Orleans, Louisiana.  In 2008, he relocated to New York City beginning his Wall Street career at Oppenheimer & Company where he covered capital markets and financial institutions during the Financial Crisis. He then transitioned to the institutional asset management industry supporting portfolio managers at OppenheimerFunds as well as working for several years in the hedge fund world.

Philip has extensive international work and travel experience including time with the U.S. Department of State. He is a CFA Charterholder, earned a Bachelor of Science in Finance with highest honors, and participates in continuing education programs focused on computer and data science.


Bachelor of Science, Finance, Summa cum Laude

Professional Certificate Program, Data Science

Language Program, Tunis, Tunisia

Professional Affiliations

CFA Charterholder & Member
Manhattan Institute's Young Leaders Advisory Committee

Geographic Experience

United States, Europe, Canada, Tunisia, Australia, New Zealand, Southeast Asia, Peru, Ecuador, China




Working with LSU Innovation Park

Strategically Housed Inside a 30,000 Strong Research University

We Leverage LSU’s Resources with Our Expertise to Solve Problems for Our Clients