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David Fertig
Managing Director, Research at Context Capital Management, LLC
About
David Fertig is Managing Director, Research at Context Capital Management, LLC, based in New York, NY. In this capacity, he drives investment research initiatives for the firm, focusing on fixed income, credit, and alternative asset strategies, including convertible arbitrage, capital structure arbitrage, event-driven situations, fundamental credit, and volatility arbitrage.
Since joining Context Capital Management in 2020, Fertig has progressed from Senior Analyst to Director before assuming his current role as Managing Director, Research. His responsibilities include sourcing, analyzing, and recommending investments across debt and credit securities, especially within sectors such as healthcare (Teladoc, Conmed), consumer (Peloton, Wayfair), technology (MicroStrategy, Xometry), and industrials, as demonstrated in the firm’s recent 13F filings.
Fertig holds dual MBAs from Cornell Tech and the Cornell Johnson Graduate School of Management, and a bachelor’s degree in Mathematics and Biological Basis of Behavior from the University of Pennsylvania. His expertise in quantitative analysis and data-driven research, combined with prior roles in product and technology management, position him as a key contributor to Context Capital’s rigorous investment process. He is recognized for advancing the firm’s analytical capabilities, especially in structuring and evaluating complex credit and convertible securities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Context Capital Management, LLC | Managing Director, Research | Jan 2022 to Present | — |
| Context Capital Management, LLC | Director | Apr 2021 to Dec 2021 | — |
| Context Capital Management, LLC | Senior Analyst | May 2020 to Apr 2021 | — |
| Donnelley Financial Solutions | Technical Product Manager | Jun 2018 to Mar 2019 | — |
| Donnelley Financial Solutions | Senior Software Engineer in Test | Nov 2017 to Jun 2018 | — |
| MC10 Inc. | QA Engineer | Mar 2016 to Oct 2017 | — |
| MC10 Inc. | Data Engineer | Sep 2015 to Mar 2016 | — |
| Thorogood Associates | Business Intelligence Consultant | Jul 2013 to Aug 2015 | — |
| Fibrocell Science | Marketing Intern | Jun 2012 to Aug 2012 | — |
| RSR Partners | Summer Intern | Jun 2011 to Aug 2011 | — |
| Delamar Greenwich Harbor | Customer Services Assistant | Jun 2010 to Aug 2010 | — |
Education
Cornell Tech
Master of Business Administration - MBA
2019 — 2020
Cornell Johnson Graduate School of Management
Master of Business Administration - MBA
2019 — 2020
University of Pennsylvania
Bachelor's degree, Mathematics and Biological Basis of Behavior
2009 — 2013
Skills & Expertise
Others at Context Capital Management, LLC (3)
| Name | Role | Location |
|---|---|---|
| Managing Director | Chicago, IL , United States | |
J Jack Mui | Investment Analyst | New York, NY , United States |
| Managing Director | New York, NY , United States |
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