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.
Lev is currently a 2020 CFA Level II candidate and hopes to complete his CFA designation in the future.
Investors like you are, by definition, actively planning for your financial future. At Merriman, we understand that you also want to make sure the world is bright for future generations. Learn about some of the ways you can invest in line with your values.
Follow an advisor’s personal journey to sustainable investing and learn more about Merriman’s new values-based portfolio.
The benefits of ROTH conversions are not just effective during a severe bear market but can be utilized nearly every year.