Lev Marcus

Research Analyst

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.

Pitfalls of Buffered and Levered ETFs to Achieve Your Financial Goals

The marketplace for exchange-traded funds (ETFs) grows each day, and more and more different and innovative products are being created. One new type utilizes derivatives. While these ETFs are innovative and flashy, it’s important to think about the ramifications of investing in such a product.