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
Dennis is responsible for Merriman’s alternative investments including the proactive improvement of investment programs, oversight of research and portfolio management activities, and the development of new investment solutions when needed. 

Alex Golubev

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.

Andrew Bloom

Portfolio Manager and Wealth Advisor, CFA®

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.

Stop worrying about rising interest rates

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...

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

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.