Instant Webinar Replay Q1 2024 Quarterly Investment Update, and Office Hours Q&A

On January 24, 2024, Chief Investment Officer Kristi de Grys shared insights from Merriman's research team about our latest investment strategies and the markets (including our take on the economy, inflation, and interest rates).

Register to watch the replay and as a bonus, you will also be able to view recordings of past quarterly updates.

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Kristi de Grys

Webinar Hosted By: Kristi de Grys, Chief Operating, Investment, and Compliance Officer

As Chief Operating, Investment, and Compliance Officer, Kristi is responsible for the firm’s investment offerings, client service, operations, and compliance. She and her team are focused on delivering ever greater value to our clients through outstanding service, diversified investment offerings, and easy-to-use technology.

Webinar Co-Hosted By: Geoff Curran, Wealth Advisor, CPA/ABV, CFA®, CFP®

Geoff has always enjoyed talking with people about finance, learning about their investments, financial strategy, and business sense. His interest only deepened with time, and what began as a hobby has now become a life-long passion, with an unparalleled passion for continuing education that makes him an expert in many subjects from traditional taxes and investments to business succession planning and executive compensation negotiations.