Vaughn Merrow

Vaughn Merrow

Vaughn Merrow joined Keystone Venture Trust Inc. in 2023 as a Portfolio Manager. She earned a bachelor’s degree in Applied Psychology and Human Development at Boston College (with a minor in Irish Studies), and later an MBA in Finance from the University of Chicago’s Booth School of Business, further sharpening her financial and portfolio management expertise. Vaughn skillfully combines her psychology background with financial acumen, allowing her to understand investor behavior and client needs and to integrate both emotional and rational factors into her investment decisions.

Prior to Keystone, Vaughn spent five years in the Human Resources department of WinnCompanies, a leading residential property management firm, where she served as Benefits Manager. In that role she led a major overhaul of the company’s benefits program, optimizing processes and plan design to deliver tangible improvements for hundreds of employees – an initiative that earned industry recognition. This experience gave her valuable project management and cross-functional leadership skills and a deep appreciation for how effective people and benefits management contribute to long-term organizational success. Inspired by a growing interest in finance, Vaughn then transitioned into asset management, applying her insights into human nature to investment advisory work.

At Keystone, Vaughn is responsible for designing and managing multi-strategy investment portfolios for institutional and high-net-worth clients. As a portfolio manager, she devises and implements investment strategies that align with client goals and risk constraints, while rigorously controlling risk and responding to market developments. She is also a Chartered Financial Analyst (CFA) charterholder, reflecting the rigorous standards of training and ethics in the investment management profession.

Vaughn is known for her analytical rigor and attentive communication, balancing data-driven analysis with empathy for client perspectives. She has spoken at industry conferences on topics such as behavioral finance and employee wellness and has participated in multiple professional development programs. In addition, Vaughn is actively engaged in community initiatives, volunteering her expertise to organizations focused on women’s economic empowerment. Her international education and multicultural background give her a global perspective, helping her better understand the needs and values of diverse client communities.