Instant Webinar Replay Q2 2023 Quarterly Investment Update, and Office Hours Q&A
On July 26, 2023, 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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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.
Kristi joined Merriman in January of 2016 as a research analyst. In that role and later as Director of Research, she has been actively involved in launching several new funds in collaboration with Dimensional Fund Advisors, the widespread adoption of asset location across client accounts, and centralizing trading and portfolio management functions.
Prior to joining Merriman, Kristi spent 18 years as an engineer and project manager in the aerospace field working on satellite propulsion systems. In recognition of her contributions to the field of electric propulsion, she has won several national awards and been granted multiple patents.
Kristi has a bachelor’s degree in physics and mechanical engineering from Yale University. A Washington native, Kristi and her husband have two children and the family enjoys birdwatching, running, cooking and traveling.