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. Before joining Merriman, Lev gained experience at Parametric Portfolio Associates a quantitative asset management firm.
Lev has a bachelor’s degree from the University of Washington where he studied physics and astronomy. While at UW Lev competed in pole vault and is still active in the community around Seattle, coaching at high schools and local camps.
Everybody wants to follow the old adage “buy low and sell high,” right? Our own emotions often keep us from doing just that, and hinder us from achieving investment goals. Fortunately, there’s a way to avoid this pitfall!
While the bulk of the investments we recommend are either stocks or bonds, we do recommend a few assets that don’t fall into either of those categories. These specialized investments are: reinsurance, alternative lending, & real estate.
Can you explain what a bond is? It can be a confusing concept to investors! Bonds, like stocks, can be risky investments. Learn more about bonds and how Merriman uses them to reduce risk and add stability in our portfolios.