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 2020 CFA Level II candidate and hopes to complete his CFA designation in the future.
Pitfalls of Buffered and Levered ETFs to Achieve Your Financial Goals
The marketplace for exchange-traded funds (ETFs) grows each day, and more and more different and innovative products are being created. One new type utilizes derivatives. While these ETFs are innovative and flashy, it’s important to think about the ramifications of investing in such a product.
What is The Best Strategy for My Investments During These Unpredictable Times?
With 2020 being so unpredictable, and the markets and economy seemingly decoupled, what’s the best strategy for my portfolio?
Incorporating Environmental and Social Values into Your Merriman Portfolio
Investors like you are, by definition, actively planning for your financial future. At Merriman, we understand that you also want to make sure the world is bright for future generations. Learn about some of the ways you can invest in line with your values.
