Kristi de Grys
Chief Operating, Investment, and Compliance Officer
As Chief Operating and Investment Officer, Kristi is responsible for the firm’s investment offerings, client service, and operations. She and her team are focused on delivering ever greater value to our clients through outstanding service, diversified investment offerings, and easy-to-use technology.
Dennis Tilley
Director of Alternative Investments
Andrew Bloom
Portfolio Manager and Wealth Advisor, CFA®,, CFP®,
Andy is the Portfolio Manager for our Diversified Income Strategy and serves clients in an advisory capacity out of our Spokane office. In Diversified Income, he is responsible for the investment research, portfolio construction and asset allocation, trading, risk management, and day-to-day portfolio management.
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.
Chris Wheeler
Portfolio Manager
Learn more about the tools our Research department has built to help meet your goals
Learn more about the investment philosophy that drives our Research team’s efforts
Thinking Through Cryptocurrencies | Part 2
It seems like everyone nowadays is talking about cryptocurrencies. Whether it’s the proselytizers on CNBC or the techie next door, it feels as if everyone is either talking about or buying into this next big thing. Learn more about this hot topic in the second installment of this three-part series.
An Interview With Dennis Tilley
Our very own Director of Alternative Investments, Dennis Tilley, was interviewed by Technical Analysis of Stocks and Commodities.
Thinking Through Cryptocurrencies | Part 1
It seems like everyone nowadays is talking about cryptocurrencies. Whether it’s the proselytizers on CNBC or the techie next door, it feels as if everyone is either talking about or buying into this next big thing. Learn more about this hot topic in the first installment of this three-part series.
CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
The CAIA Charter is the globally recognized credential for professionals managing, analyzing, distributing, or regulating alternative investments. The CAIA Charter designation is the highest standard of achievement in alternative investment education and provides deep knowledge, demonstrated expertise, and global credibility in alternatives.
