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.
Follow an advisor’s personal journey to sustainable investing and learn more about Merriman’s new values-based portfolio.
The benefits of ROTH conversions are not just effective during a severe bear market but can be utilized nearly every year.
One of the most noted and real impacts of the coronavirus is that employees are working from home. This trend might lead one to worry that real estate values will plummet as demand falls and supply stays constant. To this, our Chief Investment Officer, offers two counter points.