Chris Wheeler
Gestionnaire de Portefeuille-Actions chez Merriman Wealth Management LLC
Relations actives
| Nom | Sexe | Age | Sociétés liées | 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 ans |
| 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 ans |
| 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 ans |
| 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 ans |
| 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 ans |
| Edward A. Dennis | M | 82 |
Yale University
| 20 ans |
| Ernesto Zedillo Ponce de León | M | 71 |
Yale University
| 22 ans |
| Robert Schwartz | M | - |
Yale University
| 20 ans |
| 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 ans |
| 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 ans |
| 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 ans |
| 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 ans |
| 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 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| John E. Pepper | M | 85 |
Yale University
| 1 ans |
| Anton Sever Orlich | M | - |
Yale University
| 5 ans |
| Praneeth Wanigasekera | M | - |
Yale University
| 4 ans |
| Xu Hui Shen | M | 45 |
Yale University
| 6 ans |
| Xiaolan Zeng | M | 50 |
Yale University
| 4 ans |
| Ranjan Goswami | M | - |
Yale University
| 14 ans |
| Yun Zhang | M | 48 |
Yale University
| 3 ans |
| Braxton McKee | M | - |
Yale University
| 4 ans |
| Andrew Skiles Rosenfeld | M | - |
Yale University
| 4 ans |
| Jae-Chun Kim | M | 59 |
Yale University
| 9 ans |
| Danny F. Levi | M | - |
Yale University
| 4 ans |
| W. Martucci | M | 42 |
Yale University
| 5 ans |
| Ophir Klein | M | - |
Yale University
| 7 ans |
| Wendy M. Phillips | F | - |
Yale University
| 4 ans |
| Mark Volchek | M | 46 |
Yale University
| 4 ans |
| Yi Shu | F | - |
Yale University
| 1 ans |
| Michael Snyder | M | - |
Yale University
| 7 ans |
| Elizabeth Addonizio | M | - |
Yale University
| 6 ans |
| Joseph Matthews | M | - |
Yale University
| 4 ans |
| Katie Ellias | F | 45 |
Yale University
| 4 ans |
| Lillian Anselmi | F | - |
Yale University
| 4 ans |
| Henry Cordes | M | - |
Yale University
| 4 ans |
| Amer Hasan | M | - |
Yale University
| 4 ans |
| Joseph G. Pappalardo | M | - |
Yale University
| 4 ans |
| Charles Flynn | M | - |
Yale University
| 4 ans |
| CISCO LIQUIDO | M | - |
Yale University
| 4 ans |
| Linda Maxwell | M | 50 |
Yale University
| 4 ans |
| Sydney Leavens | F | - |
Yale University
| 4 ans |
| Caitlin Dean | F | - |
Yale University
| 4 ans |
| Michael Amann | M | - |
Yale University
| 4 ans |
| Yu Chen | M | 43 |
Yale University
| 1 ans |
| Ware Lain | M | - |
Yale University
| 4 ans |
| David Wright | M | - |
Yale University
| 4 ans |
| Dawn Lippert | F | - |
Yale University
| 4 ans |
| Emily Winnall | F | - |
Yale University
| 4 ans |
| Amber McCants | F | - |
Yale University
| 4 ans |
| Joshua Barenbaum | M | - |
Yale University
| 4 ans |
| Sharifi Ali | M | - |
Yale University
| 2 ans |
| Yun Yau Li | M | 45 |
Yale University
| 4 ans |
| Ming Cheah | M | - |
Yale University
| 4 ans |
| Benjamin Gurvitz | M | - |
Yale University
| 2 ans |
| John Loser | M | - |
Yale University
| 4 ans |
| Rahul Ratan | M | 54 |
Yale University
| 2 ans |
| Ugo Ude | M | - |
Yale University
| 4 ans |
| Matthew Fong | M | - |
Yale University
| 4 ans |
| Michael Horn | M | 44 |
Yale University
| 4 ans |
| Humphrey Oleng | M | - |
Yale University
| 4 ans |
| Tetsuji Okamoto | M | - |
Yale University
| 4 ans |
| Jeremy Klaperman | M | - |
Yale University
| 4 ans |
| Michael John Casino | M | - |
Yale University
| 4 ans |
| Dennis Charney | M | 72 |
Yale University
| 10 ans |
| Matt Wing | M | - |
Yale University
| 4 ans |
| Anna Batarina | F | - |
Yale University
| 12 ans |
| Cain P. Soltoff | M | - |
Yale University
| 4 ans |
| Gilbert Song | M | - |
Yale University
| 4 ans |
| Gwen Cheni | F | - |
Yale University
| 2 ans |
| Matthew Harrison | M | - |
Yale University
| 5 ans |
| Cassie Hsu | F | - |
Yale University
| 4 ans |
| Nathaniel Kan | M | 41 |
Yale University
| 4 ans |
| Adam Hamill | M | - |
Yale University
| 4 ans |
| Bill Cruise | M | - |
Yale University
| 2 ans |
| Todd Higgerson | M | - |
Yale University
| 4 ans |
| John S. Swartley | M | - |
Yale University
| 5 ans |
| Richard Birrer | M | - |
Yale University
| 4 ans |
| Benjamin T. Brogadir | M | - |
Yale University
| 4 ans |
| Guy Levy | M | 42 |
Yale University
| 3 ans |
| Qi Yan | M | - |
Yale University
| 3 ans |
| Steve Berke | M | 42 |
Yale University
| 4 ans |
| Moshe Sarfaty | M | - |
Yale University
| 4 ans |
| Mark Ribeiro | M | - |
Yale University
| 2 ans |
| Yilaap Lai | F | - |
Yale University
| 4 ans |
| Kara Smith | F | 40 |
Yale University
| 4 ans |
| Nai Sheng Yao | M | 52 |
Yale University
| 3 ans |
| Adam Mutchler | M | 44 |
Yale University
| 4 ans |
| Brett Crandall | M | - |
Yale University
| 3 ans |
| Justin William Christofel | M | - |
Yale University
| 4 ans |
| Michelle J. Lee | F | - |
Yale University
| 4 ans |
| Jake Saper | M | - |
Yale University
| 4 ans |
| Agata Marczak | F | - |
Yale University
| 4 ans |
| Koby Sadan | M | - |
Yale University
| 4 ans |
| Michael Fitzsimmons | M | - |
Yale University
| 4 ans |
| Michael Stern | M | - |
Yale University
| 4 ans |
| Valery Westhart | F | - |
Yale University
| 4 ans |
| Eve Burstein | F | - |
Yale University
| 4 ans |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 100 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Chris Wheeler
- Réseau Personnel
