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Deborah Mertz

Chief Financial Officer
Administrative, Leadership

Debbie Mertz is the Chief Financial Officer of JAG Capital Management (JAG) and serves on JAG’s Senior Management Committee. She has over 30 years of experience in the investment industry and joined JAG in 2007. She previously spent 13 years with a mutual fund company and four years as the Chief Financial Officer of a small broker-dealer financial services firm.

Debbie earned her BS in Business Administration from the University of Missouri-St. Louis.

Debbie enjoys traveling with her husband to visit historical places, reading, golfing with friends, and visiting her children and grandchildren.

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eMoney

eMoney is an industry-leading financial planning platform designed to help advisors, planners, and RIAs deliver personalized, comprehensive financial advice to clients across all stages of life.

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Nitrogen

Nitrogen is a client-engagement and advisor platform built to bring clarity, quantification, and alignment to risk tolerance and portfolio construction. It uses a proprietary system that simplifies risk into a single, objective metric — the Risk Number® — allowing advisors and clients to speak the same language about risk, rather than relying on vague, subjective labels like “moderate” or “aggressive.”

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