Larry is responsible for the research and development, management and improvement of our buy-and-hold portfolios, active risk management programs and financial planning tools. Larry is a member of our investment committee and the hedge fund management team. He has an MBA in finance from the University of Chicago, a bachelor’s degree in economics from Binghamton University (Phi Beta Kappa), and is a CFA charterholder (Chartered Financial Analyst®).

Larry has an extensive background in portfolio management, financial analysis, asset valuation, risk assessment and money manager evaluation.

In his off hours, he enjoys spending time with his family and outdoor activities such as tennis, cross country skiing and cycling as well as reading. Larry’s community involvement includes having served on two non-profit boards.

Email: larry@merriman.com

Content by Larry:

• Five easy strategies to save on college costs posted on Mar 2012
• The ultimate buy-and-hold strategy posted on Jan 2012
• How to invest so your money lasts in retirement posted on Nov 2011
• Older Americans Have Increasing Amounts of Debt posted on Sep 2011
• Maintain a long-term perspective posted on Aug 2011
• It’s 10 PM. Do you know how much you’ll need in retirement? posted on Jul 2011
• The gap between fund returns and investor returns posted on May 2011
• Rising college debt levels posted on Apr 2011
• We’ll say it again: The choice of assets can make a big difference. posted on Mar 2011
• Barron’s chooses Dimensional Fund Advisors as “Best Mutual Fund Family” for 2010 posted on Feb 2011