Meru Global:
Meru Global
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Company

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

 
 

OUR BUSINESS


 

Meru Global Advisors

A Registered Investment Firm Providing Solution Driven Investment Management Services For Individuals and Institutions

See Our Advisors Page For More Details

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OUR NAME


 

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 merufilm.com; 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

 

LEADERSHIP


 
 

Founder & Managing Partner

Philip Capone, CFA

Prior to founding Meru Global, Philip has represented clients for over 10 years. Practicing since before the financial crisis, he brings full economic cycle experience, including hands-on operating, agent, and principal investing experience.

During his career Philip’s advised funds directly managing over $10 billion in assets under management

Philip started his career in 2007 at Capital One Securities located in New Orleans, working on an established equity research team. In 2008 he moved to New York City, starting his Wall Street career at Oppenheimer & Company where he covered capital markets and financial institutions during the Financial Crisis

Philip then transitioned into institutional asset management where he developed a deep institutional knowledge of the industry through experience supporting portfolio managers at OppenheimerFunds as well as several years in the hedge fund world

Education

LOUISIANA STATE UNIVERSITY
Bachelor of Science, Finance, Summa cum Laude, 2007

U.S. DEPARTMENT OF STATE EDUCATION INITIATIVE
Tunis, Tunisia, 2008

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

 

LOCATION: LSU INNOVATION PARK


 

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