At Merriman, we have a research team dedicated to the on-going review and improvement of our investment programs and financial planning tools. The experience and knowledge this team brings helps us to maximize risk-adjusted returns for our clients.
Larry Katz
Director of Research, CFA
Larry is responsible for the research and development, management and improvement of our buy-and-hold portfolios, active risk management programs and financial planning tools.
Dennis Tilley
Director of Alternative investments
Dennis leads the portfolio management team for our alternative investment strategy, as well as coordinating associated marketing and educational efforts.
Dave Spratt
Director of Portfolio and Data Operations
As Director of Portfolio and Data Operations, Dave works to ensure our portfolio trading teams are working to meet all our clients’ needs and expectations.
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