Executive Board

Jonathan Worrall – Chief Executive Officer 

Jonathan Worrall is Chief Executive Officer for leading financial information provider Mergent, Inc. and investment research analytics firm Intrinsic Research Systems, Inc. He is also chairman of independent equity research firm Ford Equity Research, which has been conducting quantitative research and providing ratings on equities for more than 35 years. At Mergent he was responsible for the creation of the Dividend Achiever Index family of products. Mr. Worrall is co-author of the business books Beating the S&P with Dividends and of From Wall Street to the Great Wall published by John Wiley & Sons, and most recently, the newly published The Search For Yield.

Charles E. Miller, Jr. – Chief Financial Officer

Mr. Miller serves as the senior financial officer of the company. This role includes complete financial management, oversight and fiscal control. Mr. Miller became Chief Financial Officer of Mergent in May 2009. Prior to joining Mergent, Mr. Miller served for over 15 years as the CFO of several public and private companies. Mr. Miller's most recent position was as the CFO of OneSource, an $850 million service company listed on the London Stock Exchange. Prior to OneSource, Mr. Miller was the CFO of Sizelar Property Investors, a Real Estate Investment Trust listed on the New York Stock Exchange. He is a CPA and a graduate of the University of Alabama at Birmingham.

John Pedernales – Executive Managing Director

Mr. Pedernales serves as the managing director of equity research, which is responsible for developing global equity research products and services. In addition, he has lead a number of development projects that have further enhanced Mergent’s company fundamental database and collection efforts. Mr. Pedernales has progressed through several management positions and has contributed greatly to the expansion of Mergent’s global presence in the financial market place. This has been accomplished by opening offices for collection and analysis globally. He currently sits on the board of directors for Mergent Japan K.K. Mr. Pedernales is also the Managing Director of Intrinsic Research Systems Inc., a subsidiary of Mergent.  In addition, he also is a Board member at Intrinsic Research. Mr. Pedernales received a dual Bachelor’s degree in Finance and Business Administration from the University of North Carolina at Charlotte.

Karen Peterson – Executive Managing Director, Securities

Ms. Peterson is responsible for the collection of security level reference data at Mergent.  In her current capacity, she is responsible for the collection and data integrity of the taxable and municipal bond data, global corporate action data, dividends and UIT payment data and end of day historical equity pricing.  In addition, Ms. Peterson led the transition of Mergent’s fixed income products and data collection from being centered on the reference market to real-time data delivery into the institutional markets.  She has held a variety of management positions during her career at Mergent and has contributed greatly in the company’s expansion beyond the academic/reference markets into the institutional markets.  She earned her BSBA in Management and Finance and her MBA from the University of North Carolina in Charlotte.

Chris Henry – Managing Director

Mr. Henry is responsible for Mergent's client service group, global corporate actions, dividend and end-of-day pricing data. His market data career began in 1993 with Moody’s Investors Service, where he managed the North American Equity & Fixed Income corporate actions division. In 1999, Mr. Henry advanced and managed the Quality Assurance division for both dividends and corporate actions data. Mr Henry holds a BA in Marketing from Winthrop University.

Jeff Zazzaro - Executive Managing Director

Mr. Zazzaro is responsible for Mergent's overall software development strategy and its alignment with business goals, as well as managing Mergent's development groups. He began his career in the financial information industry in 1994 with Moody's Investor Service and has over ten years of management experience encompassing both business and IT roles.  He earned a BS from the University of South Carolina. 

Mike Winn - Executive Managing Director, Computer Services

Mr. Winn is responsible for Mergent's computer services and infrastructure and its alignment with business goals, as well as managing Mergent's technical groups. He began his career in the IT industry over 30 years ago and has worked in every part of the industry. He has over fifteen years of management experience encompassing all technical infrastructure. He earned a BS in Computer Science from the University of South Carolina. 

Senior Management Committee

  • Fred Jenkins - Executive Vice President, Sales
  • Tom Wecera - Publisher / Executive Managing Director, Print Products
  • Tim Alward - CEO, Ford Equity Research
  • Rich Segarra - COO, Ford Equity Research