![Kristi de Grys](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Kristi de Grys
Chief Investment Officer bei Merriman Wealth Management LLC
Aktive Positionen von Kristi de Grys
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Merriman Wealth Management LLC
![]() Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Compliance Officer | 01.03.2019 | - |
Chief Investment Officer | 01.03.2019 | - | |
Geschäftsführer | 01.03.2019 | - | |
Analyst-Equity | 01.01.2016 | 01.07.2016 | |
Direktor der Forschung - Eigenkapital | 01.07.2016 | 01.03.2019 |
Karriereverlauf von Kristi de Grys
Ausbildung von Kristi de Grys
Yale University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Analyst-Equity | 1 |
Chief Investment Officer | 1 |
Compliance Officer | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Merriman Wealth Management LLC
![]() Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Finance |
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