Portfolio Manager and Wealth Advisor, CFA®, CFP®
Andy is a Wealth Advisor in our Spokane office, helping successful people create and implement a financial plan so they can find more time to enjoy life. He received his BA in Accounting from Seattle University in 2005 where he played basketball for the Redhawks. Andy holds the Financial Regulatory Authority (FINRA) Series 65, has been a CFA (Chartered Financial Analyst®) charter holder since 2015 and became a CFP® in 2019.
Andy previously served as the Portfolio Manager for Merriman’s Diversified Income Strategy, where he was responsible for the investment research, portfolio construction and asset allocation, trading, risk management, and day-to-day portfolio management. Prior to joining Merriman in 2016, Andy was the Investment Strategy Director at Summit Capital where he spent over 7 years working on the investment management team with primary focus on the public market strategies. Before that, Andy spent 3 years at Weyerhaeuser.
A native of Spokane, Andy and his wife live in Spokane with their two children. In addition to basketball, Andy enjoys running, biking, and golfing.
An Interview With Dennis Tilley
Our very own Director of Alternative Investments, Dennis Tilley, was interviewed by Technical Analysis of Stocks and Commodities.
Living Fully with Merriman CIO and Portfolio Manager Dennis Tilley
Whether overseeing Merriman’s diversified portfolio, researching the latest financial innovations or rock climbing, Merriman Chief Investment Officer Dennis Tilley talks about why finding passion at work and in his personal life is so important to him.
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...
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