Jeff joined Merriman in 2018 and comes from a background in healthcare research at Swedish Medical Center and the Ohio State University Medical Center. He studied Psychology as a Buckeye and worked on clinical trials researching new drugs before pursuing his passion in finance. Joining the Merriman team helped Jeff combine his eagerness to improve people’s lives with his curiosity for financial planning. Jeff applies his experience in academic research to digging into client issues and analyzing portfolios. He loves the technical side of our strategy here at Merriman.
When he isn’t coordinating with our wealth managers, Jeff is an avid gamer and enjoys movies, music, and reading. He lives in SLU and has been exploring new Pacific Northwest hobbies like rock climbing.
Learn a bit about Merriman employees – what we do, why we’re here and what we enjoy!
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