As Director of Portfolio and Data Operations, Dave works to ensure our portfolio trading teams are working to meet all our clients’ needs and expectations. He began work with Merriman in 1994 and has since been actively involved with every aspect of the firm’s operations including holding past positions as Client Experience Director and Chief Compliance Officer. He holds a bachelors degree in business administration from Washington State University.

In his spare time, Dave enjoys fly fishing, coaching youth soccer and is an avid homebrewer. He currently lives in Sammamish with his wife and two children.

Email: dave@merriman.com

Content by Dave:

• 1099 changes for the 2011 tax year posted on Jan 2012
• A quick tip: sign up for electronic delivery posted on Jan 2011
• Performance: Time Weighted Return vs. Internal Rate of Return posted on Dec 2010