Kristi de Grys
Chief Operating Officer & Chief Investment Officer
As Chief Operating and Investment Officer, Kristi is responsible for the firm’s investment offerings, client service, and operations. She and her team are focused on delivering ever greater value to our clients through outstanding service, diversified investment offerings, and easy-to-use technology.
Dennis Tilley
Director of Alternative Investments
Andrew Bloom
Portfolio Manager and Wealth Advisor, CFA®,, CFP®,
Andy is the Portfolio Manager for our Diversified Income Strategy and serves clients in an advisory capacity out of our Spokane office. In Diversified Income, he is responsible for the investment research, portfolio construction and asset allocation, trading, risk management, and day-to-day portfolio management.
Lev Marcus
Research Analyst
As a Research Analyst, Lev works to improve Merriman’s core investment solutions using an evidenced based approach. Lev spends his days researching specific topics, performing custom client analyses, preparing client materials and improving automated systems.
Learn more about the tools our Research department has built to help meet your goals
Learn more about the investment philosophy that drives our Research team’s efforts
Incorporating Environmental and Social Values into Your Merriman Portfolio
Investors like you are, by definition, actively planning for your financial future. At Merriman, we understand that you also want to make sure the world is bright for future generations. Learn about some of the ways you can invest in line with your values.
The Coronavirus & Market Movements
Capital markets react in real time to aggregate predictions of the future and, on average, price in an overly pessimistic view compared to the ultimate outcome. Currently, there is growing fear of a large drop off in global business activity due to the spread of COVD-19 outside of China.
Lessons From The Lost Decade (2000-2009)
“Past performance is no guarantee of future results” is a required compliance disclosure used by money managers when reporting performance. Unfortunately, it is truer in the world of investments than almost anywhere else.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
The CAIA Charter is the globally recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments. The CAIA Charter designation is the highest standard of achievement in alternative investment education and provides deep knowledge, demonstrated expertise, and global credibility in alternatives.
