Chris Wheeler
Portfolio Manager-Equities at Merriman Wealth Management LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
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 |
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. | 8 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. | - |
Benjamin T. Freeburg | 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. | 8 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 |
Edward A. Dennis | M | 82 |
Yale University
| 20 years |
Ernesto Zedillo Ponce de León | M | 71 |
Yale University
| 22 years |
Robert Schwartz | M | - |
Yale University
| 20 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 |
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 |
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. | - |
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 |
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. | - |
John Puziss | M | - |
Yale University
| 23 years |
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 |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
John E. Pepper | M | 85 |
Yale University
| 1 years |
Ophir Klein | M | - |
Yale University
| 7 years |
Jae-Chun Kim | M | 59 |
Yale University
| 9 years |
Yun Zhang | M | 48 |
Yale University
| 3 years |
Xiaolan Zeng | M | 50 |
Yale University
| 4 years |
Ranjan Goswami | M | - |
Yale University
| 14 years |
Praneeth Wanigasekera | M | - |
Yale University
| 4 years |
Andrew Skiles Rosenfeld | M | - |
Yale University
| 4 years |
W. Martucci | M | 42 |
Yale University
| 5 years |
Danny F. Levi | M | - |
Yale University
| 4 years |
Braxton McKee | M | - |
Yale University
| 4 years |
Xu Hui Shen | M | 45 |
Yale University
| 6 years |
Wendy M. Phillips | F | - |
Yale University
| 4 years |
Mark Volchek | M | 46 |
Yale University
| 4 years |
Anton Sever Orlich | M | - |
Yale University
| 5 years |
Charles Flynn | M | - |
Yale University
| 4 years |
Tiffany Augustyn | F | - |
Yale University
| 4 years |
Brynne Kennedy | M | - |
Yale University
| 4 years |
Alex Harding | M | - |
Yale University
| 10 years |
John Kirkowski | M | - |
Yale University
| 4 years |
Jane Vance | F | - |
Yale University
| 4 years |
Yi Shu | F | - |
Yale University
| 1 years |
Kirby Smith | F | - |
Yale University
| 4 years |
Kwok Ho Tam | M | 42 |
Yale University
| 4 years |
Caitlin Dean | F | - |
Yale University
| 4 years |
Hilary Howe | F | - |
Yale University
| 5 years |
Nate Loewentheil | M | - |
Yale University
| 4 years |
Taylor Chapman | M | - |
Yale University
| 4 years |
Sherry Wang | F | - |
Yale University
| 4 years |
Carissa Abbott | F | - |
Yale University
| 4 years |
Cindy Ham | F | - |
Yale University
| 4 years |
Yu Chen | M | 43 |
Yale University
| 1 years |
Yun Yau Li | M | 45 |
Yale University
| 4 years |
eb kelly | F | - |
Yale University
| 4 years |
Saamra Grillo | F | - |
Yale University
| 4 years |
James Higgins | M | - |
Yale University
| 4 years |
Watkins Hillá | F | - |
Yale University
| 4 years |
Sarah Conde | F | - |
Yale University
| 4 years |
Nate Kempner | M | - |
Yale University
| 4 years |
Daniel Arellano | M | - |
Yale University
| 4 years |
David L. Oh | M | - |
Yale University
| 4 years |
Frank I. Hwang | M | - |
Yale University
| 4 years |
Ravi Varghese | M | - |
Yale University
| 4 years |
Elena Tej Grewal | M | - |
Yale University
| 4 years |
Jie Weng | M | 40 |
Yale University
| 4 years |
Donald Andrew Lung | M | 42 |
Yale University
| 4 years |
Natalia Oberti Noguera | F | - |
Yale University
| 4 years |
Michael Caperonis | M | - |
Yale University
| 4 years |
Benjamin T. Brogadir | M | - |
Yale University
| 4 years |
Guy Levy | M | 42 |
Yale University
| 3 years |
Chris Hanrahan | M | - |
Yale University
| 2 years |
Apostolos N. Zervos | M | 45 |
Yale University
| 4 years |
Adrian N. Almazan | M | - |
Yale University
| 4 years |
Angela Wu | F | - |
Yale University
| 4 years |
Samuel Taylor | M | - |
Yale University
| 4 years |
Michael Abrams | M | - |
Yale University
| 2 years |
Michael Yu | M | - |
Yale University
| 4 years |
Dennis Charney | M | 72 |
Yale University
| 10 years |
Karim Suwwan de Felipe | M | - |
Yale University
| 3 years |
Sean Glass | M | - |
Yale University
| 5 years |
Benjamin Snedeker | M | - |
Yale University
| 1 years |
John Leibovitz | M | - |
Yale University
| 4 years |
Jin-Woo Chung | M | - |
Yale University
| 4 years |
John S. Swartley | M | - |
Yale University
| 5 years |
Nicholas Chirls | M | - |
Yale University
| 4 years |
Aftab Mathur | M | - |
Yale University
| 4 years |
Dendy Kurniawan | M | - |
Yale University
| 1 years |
Erika Shumate | F | - |
Yale University
| 4 years |
Michael Horn | M | 44 |
Yale University
| 4 years |
Tetsuji Okamoto | M | - |
Yale University
| 4 years |
Tad Yanagi | M | - |
Yale University
| 4 years |
Qi Yan | M | - |
Yale University
| 3 years |
Louis Gresham | M | - |
Yale University
| 4 years |
Mark Ribeiro | M | - |
Yale University
| 2 years |
Humphrey Oleng | M | - |
Yale University
| 4 years |
Steve Berke | M | 42 |
Yale University
| 4 years |
Kara Smith | F | 40 |
Yale University
| 4 years |
Nai Sheng Yao | M | 52 |
Yale University
| 3 years |
John Robert Anderson | M | - |
Yale University
| 2 years |
Rob Leclerc | M | - |
Yale University
| 6 years |
Monali Jhaveri-Weeks | F | - |
Yale University
| 4 years |
Xin He | M | 51 |
Yale University
| 3 years |
Adam Mutchler | M | 44 |
Yale University
| 4 years |
Casey Stricht | F | - |
Yale University
| 4 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
- Chris Wheeler
- Personal Network