Profil
Mr. Gerard Figurelli is a Trader at Merriman Wealth Management LLC.
He is responsible for vigilantly monitoring the securities in the firm’s portfolios as well as executing trade orders given by the portfolio managers and advisors.
In addition to trading, order entry, and allocation, he ensures the investment team is kept up to speed on breaking news and company developments.
He was also an active member of the HT Student Investment fund at UW, where he led the financial equity analysis team.
Prior to joining Merriman Wealth Management in 2016, Mr. Figurelli worked in Summit Capital.
He received his BA in Finance from the University of Washington in June, 2013.
Ehemalige bekannte Positionen von Gerard Figurelli
| Unternehmen | Position | 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. | Trading-Equity | - |
Ausbildung von Gerard Figurelli
| University of Washington | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
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 |
