About
Pierce McCrerey, CFA, is a Fixed Income Analyst at Saturna Capital Corporation in Bellingham, Washington. In this capacity, he is responsible for conducting credit research, evaluating fixed income securities, and contributing to the management of the firm’s fixed income investment strategies.
His portfolio focus centers on fixed income markets, with expertise in the analysis of bonds and related debt instruments. At Saturna Capital, McCrerey supports portfolio managers in the selection and monitoring of securities within the firm's various mutual funds and separately managed accounts, focusing on risk assessment, interest rate trends, and credit quality.
McCrerey holds the Chartered Financial Analyst (CFA) designation, reflecting strong analytical skills and thorough understanding of investment management principles. His professional background is distinguished by his commitment to fundamental research and disciplined portfolio construction in the fixed income sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Saturna Capital | Fixed Income Analyst | Sep 2024 to Present | — |
| Saturna Capital | Junior Fixed Income Analyst | Mar 2023 to Sep 2024 | — |
| Saturna Capital | Employer Services Administrator | Jun 2021 to Mar 2023 | — |
| Dana and McCrerey Renovations | Project Manager, Team Lead | May 2020 to Dec 2020 | Completion of full-scale and partial renovations on multiple income-generating properties -Prepared timelines, cost analysis, and budgeting of multi-month projects -Increased rents and property values... |
| McCrerey Fine Homes LLC | Construction Team Leader | Jan 2012 to Aug 2019 | — |
| Torryd | Team Manager | Jan 2016 to Jan 2018 | — |
Education
Montana State University-Bozeman
Finance, Business
2015 — 2019
Others at Saturna Capital Corp. (10)
| Name | Role | Location |
|---|---|---|
 | Vice President, Product Development | Bellingham, WA , United States |
 | Portfolio Manager and Senior Investment Analyst | Bellevue, WA , United States |
E Elizabeth Alm | Portfolio Manager and Senior Investment Analyst | Bellingham, WA , United States |
 | President | Bellingham, WA , United States |
 | Executive Vice President, Portfolio Manager | Bellingham, WA , United States |
 | Vice President Information Technology | Kirkland, WA , United States |
J John Corrieri | Vice President Retirement Services | Bellingham, WA , United States |
 | Senior Investment Analyst | Berlin, Germany |
S Sean Spurgin | Portfolio Analyst and Security Data Manager | Bellingham, WA , United States |
Z Zahid Siddique | Senior Equity Analyst, Portfolio Manager | Bellingham, WA , United States |