Lev Marcus

Research Analyst

As a Research Analyst, Lev works to improve Merriman’s core investment solutions using an evidenced based approach. Lev spends his days researching specific topics, performing custom client analyses, preparing client materials and improving automated systems. Before joining Merriman, Lev gained experience at Parametric Portfolio Associates a quantitative asset management firm.

Lev has a bachelor’s degree from the University of Washington where he studied physics and astronomy. While at UW Lev competed in pole vault and is still active in the community around Seattle, coaching at high schools and local camps.

Lev is currently a 2021 CFA Level II candidate and hopes to complete his CFA designation in the future.

April is Financial Literacy Month

Since April is Financial Literacy Month, Wealth Advisor Alan Hensley shares some personal and professional stories highlighting how Merriman empowers our clients to live fully by providing peace of mind in their financial lives.

The SVB Bank Collapse and What It Means For You

The speed at which the SVB collapse happened showed us what a run looks like in an age when information travels almost instantaneously and money can be requested from anywhere via a simple request from a phone. Here are some insights from Merriman Chief Investment Officer, Kristi de Grys.