Dennis Tilley

Chief Investment Officer & Portfolio Manager
Dennis is responsible for Merriman’s overall investment approach, including the proactive improvement of investment programs, oversight of research and portfolio management activities, and the development of new investment solutions when needed.

Alex Golubev

Portfolio Manager, CFA®

Alex joined the Investment Manager and the hedge fund management team in February 2012. Alex is responsible for conducting ongoing investment research, trading system development, portfolio valuation, day-to-day portfolio management, automation and trading.

Kristi de Grys

Director of Research

Kristi joined the research team in 2016. Kristi conducts ongoing investment research and implements portfolio improvements to our MarketWise program. With the team, she actively pursues improvements in asset allocation, fund selection, and asset location.

Andrew Bloom

Portfolio Manager, CFA®

Prior to joining Merriman in 2016, Andy was Investment Strategy Director at Summit Capital. Andy received his BA in Accounting from Seattle University in 2005 where he played basketball for the Redhawks.

Matthew Rudolf

Portfolio Manager

Matt diligently scans the marketplace for new investment ideas across the capital markets spectrum, drawing on his years of experience as a corporate banker to gain insight into a company’s performance and financial stability.

Stop worrying about rising interest rates

There is practically universal opinion that interest rates will rise in the future, and that bond portfolios will suffer painful losses when this happens. At Merriman, we think the financial news media has blown this story way out of proportion, with inflammatory...

Learn more about the tools our Research department has built to help meet your goals

Learn more about the investment philosophy that drives our Research team’s efforts

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The CAIA Charter is the globally recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments. The CAIA Charter designation is the highest standard of achievement in alternative investment education and provides deep knowledge, demonstrated expertise, and global credibility in alternatives.