Chief Executive Officer, CFA, CFP®
As CEO, Jeremy manages the firm, overseeing everything we do and focusing on the development and well-being of our clients, employees and our office.
Chief Operating Officer
As Chief Operating Officer, Dave oversees the day-to-day operations at Merriman by managing our Portfolio team, Client Service and Backoffice Operations.
Chief Financial Officer, CPA
As CFO, Colleen maintains the financial well-being of Merriman, and provides strategic financial input on decision-making issues affecting the organization.