Chief Investment Officer & Portfolio Manager
Portfolio Manager, CFA®
Alex joined the Investment Manager and the hedge fund management team in February 2012. Alex is responsible for conducting ongoing investment research, trading system development, portfolio valuation, day-to-day portfolio management, automation and trading.
Kristi de Grys
Director of Research
Kristi joined the research team in 2016. Kristi conducts ongoing investment research and implements portfolio improvements to our MarketWise program. With the team, she actively pursues improvements in asset allocation, fund selection, and asset location.
Portfolio Manager, CFA®
Prior to joining Merriman in 2016, Andy was Investment Strategy Director at Summit Capital. Andy received his BA in Accounting from Seattle University in 2005 where he played basketball for the Redhawks.
Matt diligently scans the marketplace for new investment ideas across the capital markets spectrum, drawing on his years of experience as a corporate banker to gain insight into a company’s performance and financial stability.
Having joined the Merriman team in 2016, Kevin draws on his nearly 30 years of experience in the financial services industry, most recently with Summit Capital and Glynn Portfolio Management LLC.
Gerard is responsible for vigilantly monitoring securities in the firm’s portfolios as well as executing trade orders. In addition, Gerard ensures the investment team is kept up to speed on breaking news and company developments.
Recently, our Research Team of Dennis Tilley, Rafael Villagran, and Alex Golubev got together with Financial Advisor Mark Metcalf to discuss our TrendWise Investment Program. Many of the program's details were covered, including the...
There is practically universal opinion that interest rates will rise in the future, and that bond portfolios will suffer painful losses when this happens. At Merriman, we think the financial news media has blown this story way out of proportion, with inflammatory...
If you’ve been tuned into financial news lately, you’ve no doubt heard about High-Frequency Trading (HFT). HFT is not new. In fact, it’s been around for over 20 years. Investopedia defines HFT as: A program trading platform that uses powerful computers to transact a...
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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.