Keystone Venture Trust Inc

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Vaughn Merrow

Name: Vaughn Merrow
Age: 35
Nationality: American
Current Role: Portfolio Manager, Keystone Venture Trust Inc.

Vaughn Merrow

Education

2008–2012 — Boston College
B.A. in Applied Psychology and Human Development, with a minor in Behavioral Economics and Irish Studies.
2014–2016 — University of Chicago Booth School of Business
MBA in Finance, with concentrations in Asset Management and Behavioral Finance.
2020 — CFA Program
Passed all levels; became a CFA charterholder in 2022.

Career Experience

2012–2017 — WinnCompanies (Residential Property Management Group) — Benefits Manager
- Led the redesign of employee benefits programs, improving cost efficiency and participation.
- Built strong skills in data analysis, plan design, and cross-functional project management.
2017–2019 — Chicago Booth — Full-time MBA candidate
- Assisted in the school’s quantitative research lab on projects related to sentiment factors and portfolio behavior.
2019–2023 — Mid-sized Asset Management Firm — Investment Analyst / Associate Portfolio Manager
- Supported multi-asset portfolios.
- Integrated behavioral indicators into client risk profiling and allocation decisions.
2023–Present — Keystone Venture Trust Inc. — Portfolio Manager
- Designs and manages multi-strategy portfolios for institutional and high-net-worth clients.
- Applies behavioral finance to position sizing, risk budgeting, and client communication.
- Leads development of the firm’s “Investor Behavioral Profiling” framework to identify emotional biases and reduce suboptimal decisions.

Professional Strengths

Specializes in behavioral finance + quantitative risk control.
Skilled at identifying herd behavior and mispricing driven by sentiment.
Frequent speaker on topics such as long-term retirement planning, behavioral biases, and plan design.
Known for combining analytical rigor with empathetic communication to guide clients through volatile markets.

Education 2008–2012 – Boston College B.A. in Applied Psychology and Human Development, with a minor in Behavioral Economics and Irish Studies. 2014–2016 – University of Chicago Booth School of Business MBA in Finance, with concentrations in Asset Management and Behavioral Finance. 2020 – Passed all levels of the CFA Program; became a CFA charterholder in 2022. Career Experience 2012–2017 – WinnCompanies (Residential Property Management Group) Benefits Manager Led the redesign of employee benefits programs, improving cost efficiency and participation. Built strong skills in data analysis, plan design, and cross-functional project management. 2017–2019 – Chicago Booth Full-time MBA candidate Assisted in the school’s quantitative research lab on projects related to sentiment factors and portfolio behavior. 2019–2023 – Mid-sized Asset Management Firm Investment Analyst / Associate Portfolio Manager Supported multi-asset portfolios. Integrated behavioral indicators into client risk profiling and allocation decisions. 2023–Present – Keystone Venture Trust Inc. Portfolio Manager Designs and manages multi-strategy portfolios for institutional and high-net-worth clients. Applies behavioral finance to position sizing, risk budgeting, and client communication. Leads development of the firm’s “Investor Behavioral Profiling” framework to identify emotional biases and reduce suboptimal decisions. Professional Strengths Specializes in behavioral finance + quantitative risk control. Skilled at identifying herd behavior and mispricing driven by sentiment. Frequent speaker on topics such as long-term retirement planning, behavioral biases, and plan design. Known for combining analytical rigor with empathetic communication to guide clients through volatile markets.