Mr. Gerleman is an Executive Vice-President of Merritt Research Services, overseeing its operation. He has been instrumental in the ongoing development and implementation of the team and processes that are continually redesigning the municipal bond industry’s first vendor software and database analytical package for municipal credit analysis.
Gerleman began his association with The Merritt System over 35 years ago as a Municipal Surveillance Analyst for Van Kampen Merritt. From 1990 through 1996, he served in various sell-side research capacities at Everen Securities Inc (Chicago) and its predecessor firms (Kemper Securities Inc and Blunt Ellis & Loewi Inc) as a First Vice-President & Senior Tax-Exempt Fixed Income Analyst.
While at Everen, Global Guaranty named Mr. Gerleman to the All-American Analyst Team. He also served on the Chicago Municipal Analysts Society Board of Directors. In 1995, he was named to the All-Star Muni Analyst Team. In 1996 he returned to Van Kampen to head up the Cedar Rapids operations of what has become Merritt Research Services. Under his direction, the breadth of Merritt’s core competencies has expanded along with quantity of valuable information under management.
Mr. Gerleman holds a BBA in Finance from the University of Iowa.