Kristi de Grys

Chief Operating Officer & Chief Investment 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
Dennis is responsible for Merriman’s alternative investments including the proactive improvement of investment programs, oversight of research and portfolio management activities, and the development of new investment solutions when needed. 

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
Chris is a Portfolio Manager for the Leveraged Global Opportunity Fund, based in our Seattle office. Within LGO, he has shared responsibility for investment research, portfolio construction and allocation, trading, risk management, and investment technology.

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 1

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.

The Role of Bonds

The Role of Bonds

The main function of bonds in a portfolio is downside protection. Despite the lower expected returns for bonds going forward, it is important to understand the characteristics of bonds and why we own them.

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.