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David Fertig

Managing Director, Research at Context Capital Management, LLC

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Context Capital Management, LLCManaging Director, ResearchJan 2022 to Present
Context Capital Management, LLCDirectorApr 2021 to Dec 2021
Context Capital Management, LLCSenior AnalystMay 2020 to Apr 2021
Donnelley Financial SolutionsTechnical Product ManagerJun 2018 to Mar 2019
Donnelley Financial SolutionsSenior Software Engineer in TestNov 2017 to Jun 2018
MC10 Inc.QA EngineerMar 2016 to Oct 2017
MC10 Inc.Data EngineerSep 2015 to Mar 2016
Thorogood AssociatesBusiness Intelligence ConsultantJul 2013 to Aug 2015
Fibrocell ScienceMarketing InternJun 2012 to Aug 2012
RSR PartnersSummer InternJun 2011 to Aug 2011
Delamar Greenwich HarborCustomer Services AssistantJun 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

Microsoft Excel
Analytics
Data Analysis
SQL
Research
Business Strategy
Strategy
Business Development
Microsoft Office
PowerPoint
Testing
Management
Engineering
Customer Service
Installation
Project Management

Others at Context Capital Management, LLC (3)

NameRoleLocation
David Berlinghof
David Berlinghof
Managing DirectorChicago, IL , United States
J
Jack Mui
Investment AnalystNew York, NY , United States
Luke Trafton
Luke Trafton
Managing DirectorNew York, NY , United States

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