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Mercer Sentinel® - Meet the European team

Last updated: 1 October 2009

 

 

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 Global Business Leader

Stacy Scapino

 

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+1 312 902 7941

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Stacy Scapino

 

Stacy is the global director for the Mercer Sentinel® Group, a specialist business unit within Mercer's investment consulting business.


Stacy has 17 years of experience within the pension, investment and banking industries. Prior to assuming the role of global director for the Mercer Sentinel® Group, Stacy led the UK implementation consulting teams and was globally responsible for Mercer’s investment consulting initiatives in consulting to multinational corporations. Prior to joining Mercer in the UK, she was based in Mercer’s Chicago, Illinois office, where she led the United States custody and asset administration team and the defined contribution resource centre.


Stacy came to Mercer from the Federal Reserve Bank of New York, where she was a senior financial analyst responsible for research and policy development in bank supervision. Her primary responsibilities were to provide federal reserve senior management and the federal reserve board of governors with analyses related to domestic and international capital markets, accounting and capital adequacy issues.


Stacy has a Bachelor of Science in finance from the University of Illinois and a Master of Arts in international economics and European history from the Johns Hopkins University Paul Nitze School for Advanced International Studies. She is a CFA Charterholder.  

 


Arrow image Helen Baldock Arrow image Del Mander Arrow image Ed Shepherd
Arrow image Andrew Blundell Arrow image Julian Mant Arrow image Martin Shimell
Arrow image Estelle Chan Arrow image Anne-Laure Martinez Arrow image Christopher Smith
Arrow image Jeff Crispin  Arrow image Helen Matamala  Arrow image Sonja Spinner 
Arrow image Thomas Erichsen Arrow image Sang Park   Arrow image Andrew Williams

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Mark Fereday  

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David Pellow

 

 

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Ben Gunnee

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Steve Robinson


Europe

Ben Gunnee

 

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+44 20 7178 7130

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Ben Gunnee

 

Ben is a principal and senior consultant within the Mercer Sentinel® Group in Mercer's investment consulting business. Ben leads the European team and his specialist area within the group is transitions. He is based in the London office.

 

Prior to joining Mercer’s investment consulting business in 2002 Ben worked on the pension review for the Financial Services Authority and a major Life Assurance Company. Overall, he has over 9 years experience in the pensions market.

 

Ben holds a Masters Degree in Accounting and Finance from De Montfort University, a First Class (honours) degree in Accounting and Financial Management and is a Fellow of the Institute of Actuaries.

 


Helen Baldock

 

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+44 113 394 7519

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Helen Baldock

 

Helen is an associate within the Mercer Sentinel® Group in Mercer's investment consulting business. She specialises in the planning and co-ordination of asset transitions for institutional investors. Helen is based in the Leeds office.


Helen joined Mercer in February 2002 after two and a half years working at Russell/Mellon CAPS. Prior to joining the Mercer Sentinel Group in 2005, Helen was an analyst in Mercer's Leeds office, advising institutional clients on the full range of investment issues as well as having specific investment manager research responsibilities.


Helen has a BA (Hons) degree in Economics and Business from The University of Derby and is a holder of the Investment Management Certificate.


Andrew Blundell

 

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+44 113 394 7727

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Andrew Blundell

 

Andrew is an analyst within the Mercer Sentinel® Group in Mercer’s investment consulting business. He specializes in the planning and co-ordination of asset transitions for institutional investors. He is based in the Leeds office.

 

Andrew joined Mercer in November 2008, with over seven years experience within the pensions consultancy industry.

 

Andrew graduated from the University of Birmingham with a BSc in Physics with Astrophysics.

 


Estelle Chan

 

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+44 20 7178 3321

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Estelle Chan

 

Estelle Chan is a senior associate within the Mercer Sentinel® Group in Mercer’s investment consulting business. Estelle is primarily responsible for conducting investment manager operational risk reviews and further developing the methodology. She is based in the London office.


Estelle joined Mercer in 2008 with over 7 years of senior financial analysis experience having held positions within Risk, Audit and Capital Allocation departments of several major organisations.


Estelle holds an MSc degree in Business Econometrics/Operations Research from the Vrije Universiteit, Amsterdam and an Executive Master of Finance and Control (EMFC) degree from the Amsterdam Graduate Business School.

 


Jeff Crispin

 

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+44 20 7178 3689

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Jeff Crispin

 

Jeff is a principal and head of business development for Europe within the Mercer Sentinel® Group in Mercer’s investment consulting business. Jeff helps institutional investors improve awareness of non-market risks and costs, and helps develop bespoke strategies to evaluate and manage these. He is based in the London office.

 

Prior to joining Mercer Sentinel in March 2009, Jeff was the Director of Institutional Business Development at Thomas Murray as well as Local Authorities Consultant for CCLA Investment Management.  Jeff also has ten years client management experience within the global custody divisions of JPMorgan and the Bank of New York. He also worked for a major UK pension fund for over ten years having previously held various accounting and internal audit positions within finance departments of large organisations.

 

In total, Jeff has more than 30 year experience within the financial services sector including over 25 years working within the pension and investment arenas. The combination of experience on both the buy and sell sides of the pensions industry has given Jeff unique insights to help tailor solutions for prospective clients of Mercer Sentinel.


 

Thomas Erichsen

 

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+44 20 7178 3535

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Thomas Erichsen

 

Thomas Erichsen is an associate within the Mercer Sentinel® Group in Mercer’s investment consulting business. Thomas consults to clients on custody, transitions and the administration of investment portfolios. He is based in the London office.


Thomas joined Mercer in 2008 with immediate prior experience in providing leverage for mergers and acquisitions deals, private equity transactions, and leveraged buyout situations. Prior to that he managed a team providing Treasury and Security Services to institutional investors.


Thomas speaks three languages (English, Japanese and Norwegian) and holds an MBA in finance from Thunderbird, School of Global Management and a BBA in marketing from Baylor University in Waco, Texas.

 


Mark Fereday

 

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+44 20 7178 3518

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Mark Fereday

 

Mark is an associate within the Mercer Sentinel® Group in Mercer’s investment consulting business. He specializes in the planning and co-ordination of asset transitions for institutional investors. He is based in the London office.


Mark has over 10 years of experience within the pensions and investment industry. Mark started his career with Sedgwick Noble Lowndes in 1996 and joined Mercer in 1999 following the merger of both businesses. Prior to joining the Mercer Sentinel Group in 2006, Mark was a consultant with Mercer’s investment consulting business.


Mark graduated from the University of Portsmouth with a BSc in Mathematics for Finance and Management. Mark’s also holds the Investment Management Certificate.


Deljinder Mander


Del is a senior analyst within the Mercer Sentinel® Group in Mercer’s investment consulting business. She specialises in the planning and co-ordination of asset transitions for institutional investors. Del is based in the London office.


Del joined Mercer in September 2009, having previously gained nine years experience within the investment management industry with Capital International Ltd, and prior to that, 10 years experience in the investment fund and unit trust industry.

 

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Julian Mant

 

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+44 20 7178 3350

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Julian Mant

 

Julian is a principal and senior consultant within the Mercer Sentinel® Group in Mercer's investment consulting business. He is responsible for building and developing investment manager operations and implementation assessments, and expanding the global business outside Australia. He is based in the London office.


Julian joined Mercer in February 2008 from MKM Longboat Capital Advisors, where he was CFO. Julian has over 30 years of Finance and Operations experience on the sell and buy sides, including 15 years at BNP Paribas.

 

Julian Mant holds an honours degree in chemistry from Imperial College and is a Fellow of the Institute of Chartered Accountants in England and Wales.

 

 


Anne-Laure Martinez

 

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+44 20 7178 3289

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Anne-Laure Martinez

 

Anne-Laure Martinez is an analyst within the Mercer Sentinel® Group in Mercer's investment consulting business. Anne-Laure works on Custody, Transition Management and Investment Manager Operations reviews. She is based in the London office.


Anne-Laure joined Mercer in January 2008 after spending two years in the San Francisco Bay Area working to help launch and then develop start-up companies.


Anne-Laure graduated from HEC Paris, holding an MSc degree in Management. Specializing in finance she studied in the US through the PIM (Partnership in International Management) programme at Babson College, Massachusetts. She is a holder of the Investment Management Certificate.

 


Helen Matamala

 

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+44 20 7178 7317

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Helen Matamala

 

Helen is an analyst within the Mercer Sentinel® Group in Mercer's investment consulting business. Helen specializes in the planning and co-ordination of asset transitions for institutional investors. She is based in the London office.


She joined Mercer in January 2007, with over nine years experience within the investment consultancy industry.


Helen holds an honours degree in Physics from Bath University, and is a holder of the Investment Management Certificate (IMC).

 

 

 

 

 

 


Sang Park

 

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+44 20 7178 7420

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Sang Park

 

Sang Park is a senior analyst within the Mercer Sentinel® Group in Mercer's investment consulting business. He specializes in the planning and co-ordination of asset transitions for institutional investors. He is based in London.

 

Prior to joining Mercer's investment consulting business in September 2003, he helped launch an internet start-up and worked at American International Group.

 

Sang holds a degree in Economics from University College London. Sang is studying for his CFA qualification.

 

 

 

 


David Pellow

 

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+44 20 7178 5554

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David Pellow

 

David is a senior analyst within the Mercer Sentinel® Group in Mercer's investment consulting business. He specializes in custody research. He is based in Edinburgh.

 

David joined Mercer's investment consulting business as a graduate in February 2006 having previously worked as a chemical engineer with project management responsibilities for 2 years.

 

David holds an honours degree in Chemical Engineering from UMIST, and is currently studying for the Securities Institute Diploma in Securities Operations.

 

 

 


Steve Robinson

 

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+44 20 7178 7132

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Steve Robinson

 

Steve is an associate within the Mercer Sentinel® Group in Mercer’s investment consulting business. Steve's specialist areas are transition manager research and investment manager operational risk assessments. He is based in London office.


Steve joined Mercer in May 2005, having previously gained over ten years experience within the investment management industry with Barclays Global Investors Ltd and Deutsche Asset Management Ltd.


Steve is a holder of the Investment Management Certificate and the Securities and Investment Institute Investment Administration Qualification.


Ed Shepherd

 

Ed is an analyst within the Mercer Sentinel® Group in Mercer's investment consulting business. Ed works on custody and transition management consultancy projects as well as investment manager operations risk reviews. He is based in London.


Ed joined Mercer as a graduate in 2009 following an internship with the group in 2008.


Ed has a Bachelor of Arts degree in Economics, Government and International Affairs from Durham University. He is currently studying towards the CFA qualification.

 

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Martin Shimell

 

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+44 20 7178 3798

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Martin Shimell

 

Martin Shimell is an analyst within the Mercer Sentinel® Group in Mercer's investment consulting business. Martin works on custody, transition management and investment manager operations reviews. He is based in the London office.


Martin joined Mercer in September 2008 as a graduate and following an internship with the group in 2007.


Martin graduated with an MSci degree in Physics from the University of Nottingham. Martin's previous work experience includes 18 months as an engineer in the Defence Industry. He is a holder of the Investment Management Certificate.

 


Chris Smith

 

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+44 20 7178 3339

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Christopher Smith

 

Chris is an analyst within the Mercer Sentinel® Group in Mercer's investment consulting business. He specialises in the planning and co-ordination of asset transitions for institutional investors. Chris is based in the London office.


Chris joined Mercer in October 2008, and has previously interned within Equity Research and has worked with corporate debt instruments at global investment banks.


Chris graduated from the University of Warwick, and holds a BSc in Mathematics and Business. Chris is a holder of the Investment Management Certificate (IMC) and is currently studying towards becoming a CFA charter holder.

 

 

 


Sonja Spinner

 

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+44 20 7178 3402

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Sonja Spinner

 

Sonja is a senior associate within the Mercer Sentinel® Group in Mercer's investment consulting business. Sonja assists clients aiming to increase the efficiency of their operations and reduce the risks to which their funds are exposed. This is achieved by undertaking risk assessments and economic reviews of custody relationships, securities lending programmes and administration/operations structures. Sonja also produces custodian monitoring reports which enable clients to ensure that they are receiving best value custodian services. She is based in the London office.


Sonja joined Mercer in 2008 with 9 years experience in Financial Services. After qualifying as an Accountant with a big four firm, Sonja spent 3 years working as a Senior Internal Auditor for a major UK Life Assurance Company. This was followed by 4 years reporting to the Executive as a European Investments Manager facilitating the creation of a single European investments support group, undertaking a European custodian review and working on other post trade investment operations projects.


Sonja has a B.Sc. from Bristol University and a Ph.D. from Imperial College. She is a member of the Institute of Chartered Accountants of England and Wales and also holds a Securities and Investment Institute Diploma.

 


Andrew Williams

 

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+44 20 7178 3541

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Andrew Williams (Ireland & Nordic Region)

 

Andrew Williams is a principal and senior consultant within the Mercer Sentinel® Group in Mercer's investment consulting business. Andrew specializes in transition manager research. He is based in the London office.

 

Andrew has over 10 years of experience within the pensions and investment industry, starting his career with Mercer in 1996. Prior to joining the Mercer Sentinel in 2006 Andrew was a senior consultant with Mercer’s investment consulting business in the London office, advising institutional clients on the full range of investment issues as well as having specific investment manager research responsibilities.

 

Andrew holds a degree in Economics from Bristol University, and is a member of the UK Society of Investment Professionals.

 


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The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed. Past performance does not guarantee future results.
Not investment advice
This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances.

 

Mercer is a leading global provider of investment consulting services, and offers customized guidance at every stage of the investment decision, risk management and investment monitoring process. We have been dedicated to meeting the needs of clients for more than 30 years, and we work with the fiduciaries of pension funds, foundations, endowments and other investors in some 35 countries. We assist with every aspect of institutional investing (and retail portfolios in some geographies), from strategy, structure and implementation to ongoing portfolio management. We create value through our commitment to thought leadership; world-class, independent research; and top-notch consultants with local expertise.

 

 


As a group of experienced specialists who take the time to understand your business together with our cutting-edge proprietary approach, Mercer Sentinel have built a global reputation for excellence in investment operations and implementing advice.


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