Our leadership team works hard every day to make Merriman the single best place to invest and work. This is one place where, as a client, you’ll actually come into contact with the people who run our business. Read more to find out who they are.
Colleen Lindstrom
Chief Executive Officer, CPA
As CEO, Colleen manages the firm, overseeing everything we do and focusing on the development and well-being of our clients, employees and our office.
Dave Spratt
Chief Operating Officer
As Chief Operating Officer, Dave oversees the day-to-day operations at Merriman by managing our Advisory, Client Service and Operations teams.
Jeff Merriman-Cohen
Principal
As principal, his job is to focus on developing the many potential opportunities we have to enrich the experience of our clients and employees.
Rest of the team
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