Catch the Replay! Q3 2023 Quarterly Investment Update, and Office Hours Q&A
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 today and as a bonus, you will also be able to instantly view recordings of past quarterly updates.
Recorded Tuesday Oct 24, 2023
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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: Mike Ersser, Wealth Advisor, CFP®, ABFP™
Mike came to Merriman after several years spent in corporate finance and brought with him an innate sense of discipline. Whether surfacing through routine, structure, or a desire for predictability, discipline often guides his decision making. He enjoys helping clients determine goals and create a plan to achieve them. He sincerely believes you can accomplish all you set out to with the right structure and discipline.