Chief Executive Officer, CFA, CFP®
As CEO, Jeremy directs Merriman’s overall strategic plan and has led Merriman through the transformation from a primarily investment management firm into a comprehensive wealth management organization. His efforts ensure we have the right talent and resources in place to help our clients LIVE FULLY and provide peace of mind throughout their financial lives. In addition, Jeremy is responsible for our inorganic growth effort which seeks to bring together likeminded firms across the western US to better serve our clients.
Jeremy is a CERTIFIED FINANCIAL PLANNER™ professional and is a CFA charterholder (Chartered Financial Analyst®). He is a graduate of Seattle Pacific University with a degree in business administration and a minor in economics. He is also a member of the CFA Institute and of the CFA Society of Seattle.
Outside the office, Jeremy spends quality time enjoying the outdoors with his wife and two daughters. Jeremy is also committed to helping his community and has been an active member of the Promotors of Plymouth Group, which works to connect future leaders with the homelessness problem in Seattle. In addition, he supports the work of Fred Hutch in cancer research by being a part of the Innovators Network and participating in the Obliteride charity bike ride each year.