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.
Prior to joining Merriman in 2016, Andy was the Investment Strategy Director at Summit Capital where he spent over 7 years working on the investment management team with primary focus on the public market strategies. Prior to Summit Capital, Andy spent 3 years at Weyerhaeuser.
Andy received his BA in Accounting from Seattle University in 2005 where he played basketball for the Redhawks. Andy holds the Financial Regulatory Authority (FINRA) Series 65, has been a CFA (Chartered Financial Analyst®) charter holder since 2015 and became a CFP® in 2019 .
A native of Spokane, Andy and his wife live in Spokane with their two children. In addition to basketball, Andy enjoys running, biking, and golfing.
Whether overseeing Merriman’s diversified portfolio, researching the latest financial innovations or rock climbing, Merriman Chief Investment Officer Dennis Tilley talks about why finding passion at work and in his personal life is so important to him.
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...
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