Benjamin T. Freeburg
Analyst-Equity at Merriman Wealth Management LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Andy Bloom | M | - |
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.
Summit Capital Management LLC
 Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | 16 years |
| Dennis Tilley | M | - |
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. | 25 years |
| Kristi de Grys | F | - |
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. | 8 years |
| Jay M. Fife | M | 54 | 18 years | |
| Rob Goldstein | M | 50 | 15 years | |
| Tyler Davidson Bartlett | M | - |
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. | - |
| Janey Ahn | F | 49 | 15 years | |
| Jeremy Andrew Burger | M | - |
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. | 17 years |
| Lowell John Lombardini-Parker | M | - |
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. | - |
| Lev Marcus | M | - |
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. | 5 years |
| Martin Small | M | 48 | 18 years | |
| Nugi Jakobishvili | M | - | 18 years | |
| Paresh Vinayak Kamdar | M | - |
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. | 17 years |
| Cheryl Ann Curran | F | - |
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. | 31 years |
| Aaron Marcello Spencer | M | - |
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. | - |
| Mark Edwin Metcalf | M | - |
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. | 18 years |
| John Perlowski | M | 60 | 15 years | |
| Derek Stein | M | 62 | 15 years | |
| Charles Park | M | 57 | 17 years | |
| Chris Wheeler | M | - |
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. | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Rob Martin | M | - |
Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC.
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. | 14 years |
| Ralph Schlosstein | M | 73 | 19 years | |
| Alex Golubev | M | - |
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. | 7 years |
| Matt Rudolf | M | - |
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.
Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | 23 years |
| Andrew Charles Pohl | M | - |
Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | 4 years |
| Mathis Cabiallavetta | M | 79 | 14 years | |
| Chad Dillard | M | - | 3 years | |
| Mike R. Boroughs | M | - |
Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | 1 years |
| Rob Fairbairn Fairbairn | M | 59 | - | |
| Kevin R. Malone | M | - |
Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | - |
| Abdulatif Yousef Al-Hamad | M | 87 | 9 years | |
| Kevin Bonner Glynn | M | - |
Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC.
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. | 3 years |
| John Varley | M | 67 | 8 years | |
| Deryck Charles Maughan | M | 76 | 13 years | |
| Keith T. Anderson | M | 64 | 1 years | |
| Dennis D. Dammerman | M | 78 | - | |
| Stewart Eichner | M | - | 5 years | |
| Bob Doll | M | - | - | |
| Howard B. Surloff | M | 59 | - | |
| Steven Buller | M | 72 | 9 years | |
| Janine O'Neill | F | - | 8 years | |
| Sherrey Luetjen | F | 52 | 11 years | |
| Leland Clemons | M | - | - | |
| Harold Berens | M | - | 2 years | |
| Jack Gee | M | 64 | 10 years | |
| Angela Sodano | F | - | 2 years | |
| Jas Takhar | M | - | 7 years | |
| Michael O'Neil | M | 41 | 4 years | |
| R. J. Hinners | M | - | 9 years | |
| Michael Khankin | M | - | 7 years | |
| John Massad | M | - | 8 years | |
| Kristina P. Koutrakos | F | - | 4 years | |
| Dave Gardner | M | - | 9 years | |
| Dan Ronnen | M | - | 14 years | |
| Joanne Medero | F | 70 | 11 years | |
| Benjamin Archibald | M | 49 | - | |
| David Rosenblatt | M | - | 3 years | |
| Matthew Danzeisen | M | 47 | 6 years | |
| Eilleen M. Clavere | M | 72 | - | |
| Samantha Tortora | F | - | - | |
| Kevin Doogan | M | - | 2 years | |
| Peter John Sanderson | M | 46 | 12 years | |
| Matthew Newcomb | M | - | 4 years | |
| Suraj Panjwani | M | - | 3 years | |
| Martin Attiq | M | 40 | 10 years | |
| Frank Templeton Nickell | M | 76 | - | |
| Deborah Fuhr | F | 64 | 3 years | |
| Jeffrey A. Smith | M | 53 | 10 years | |
| Paul Lohrey | M | 61 | - | |
| Henry Gabbay | M | 77 | 18 years | |
| Brian P. Kindelan | M | 65 | - | |
| Denis Walsh | M | 63 | 8 years | |
| Kenneth Dunn | M | 72 | 6 years | |
| Aviv Efrat | M | 59 | 10 years | |
| Neal J. Andrews | M | 57 | 14 years | |
| Brendan Kyne | M | 47 | - | |
| Nicholas Charrington | M | 71 | - | |
| Lawrence M. Wagner | M | - | - | |
| William O. Albertini | M | 80 | 5 years | |
| Dan Rice | M | 73 | 7 years | |
| Blake Grossman | M | 61 | 1 years | |
| Dick Davis | M | 79 | - | |
| Sallie Krawcheck | F | 59 | 2 years | |
| Christopher Mecray | M | - | 10 years | |
| Steven Angelo Baffico | M | 51 | 11 years | |
| Jeff Gary | M | 61 | 5 years | |
| Robert William Crothers | M | 43 | - | |
| J. McGranahan | M | 53 | 9 years | |
| Robert Diamond | M | 73 | 3 years | |
| Rohit Bhagat | M | 60 | 3 years | |
| Matthew J. Mallow | M | 79 | - | |
| Brian F. McCafferty | M | - | 6 years | |
| Elizabeth Alice Greenwood | F | 60 | 14 years | |
| Stephen T. Weber | M | - | - | |
| Kendrick Wilson | M | 77 | - | |
| Debra Huddleston | F | - | - | |
| Akiva Jonathan Dickstein | M | - | - | |
| Mark D. Linsz | M | 59 | 2 years | |
| Kristi Lynne Mitchem | F | - | - | |
| Peter Arnold | M | - | 5 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Benjamin T. Freeburg
- Personal Network
