Chief Executive Officer, CFA, CFP®
As CEO, Jeremy manages the firm, overseeing everything we do and focusing on the development and well-being of our clients, employees and our office.
Chief Operating Officer
As Chief Operating Officer, Dave oversees the day-to-day operations at Merriman by managing our Portfolio team, Client Service and Backoffice Operations.
Chief Financial Officer, CPA
As CFO, Colleen maintains the financial well-being of Merriman, and provides strategic financial input on decision-making issues affecting the organization.
Last year Colleen and Dave participated in a special 30 year anniversary dinner celebrating the history of the Merriman firm. They were joined by founder Paul Merriman, his son and former CEO Jeff Merriman-Cohen, along with some of the longest-tenured employees of the firm. In this three-part video series, they talk about how far the firm has come, how the industry has changed and why they are so excited about the future.