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.
Quarter in Review: Q4 2022 Market Update
Q4 2022 Market Update from Merriman CIO, Kristi de Grys
Take Advantage of New Tax Adjustments in Planning for 2023!
Tax adjustments happen every year, but this provides an excellent opportunity to review and plan for a better personal tax situation for 2023. Let’s take a look at the changes!
Common Investor Mistakes During Market Corrections
When it comes to investing, market corrections are inevitable. How we act during these time periods is what separates the rookies from the professionals and can dramatically alter how successful we are in achieving those goals.
