Seth Byron Merrill
Membre du Comité d'Investissement chez Aegis Wealth Group LLC
Profil
Mr. Seth B.
Merrill, CFA MBA, is an Investment Policy Committee Member at Aegis Wealth Group LLC.
Since 2017, he has worked in investments at Ensign Peak Advisors, the asset management arm of the Church of Jesus Christ of Latter-day Saints.
He has over 15 years of investing experience.
From 2010 through 2016, Mr. Merrill was President and founder of Cederian Investments, a Registered Investment Advisory firm offering actively managed investment strategies to individual clients.
At Cederian, he was the portfolio manager for eleven value-focused equity and fixed income portfolios as well as a long/short hedge fund.
Before launching Cederian, he served as a voting member of the Small Cap Investment Committee at Brandes Investment Partners.
Mr. Merrill was also a Senior Equity Research Analyst at Brandes, with primary responsibility for global coverage of the chemical industry.
Prior to joining Brandes in 2003, he worked in finance and treasury roles at Ford Motor Company.
Mr. Merrill received his MBA from the Stanford Graduate School of Business and his BS (magna cum laude) in accounting from Brigham Young University.
He is a Chartered Financial Analyst charterholder.
Postes actifs de Seth Byron Merrill
| Sociétés | Poste | Début |
|---|---|---|
Aegis Wealth Group LLC
 Aegis Wealth Group LLC Investment ManagersFinance Aegis Wealth Group LLC (dba Everspire) is an independent, SEC-registered investment advisor headquartered in Midvale, Utah. The firm was founded by Roy R. Jones and Joshua P. Jones in 2005. Everspire offers investment management services to retail investors, which includes individuals, high net worth clients, and businesses. | Membre du Comité d'Investissement | 01/01/2017 |
Anciens postes connus de Seth Byron Merrill
| Sociétés | Poste | Fin |
|---|---|---|
Cederian Investments LLC
 Cederian Investments LLC Investment ManagersFinance Founded in 2010, Cederian Investments LLC is a registered investment advisor located in American Fork, Utah. The firm offers a diverse set of separately managed equity and fixed-income portfolios tailored to institutional and private clients. | Fondateur | 05/12/2017 |
Brandes Investment Partners LP
 Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors. | Analyst-Equity | 31/12/2010 |
| FORD MOTOR COMPANY | Corporate Officer/Principal | 31/08/2001 |
Formation de Seth Byron Merrill
| Brigham Young University | Undergraduate Degree |
| Stanford University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| FORD MOTOR COMPANY | Consumer Durables |
| Entreprise privées | 3 |
|---|---|
Brandes Investment Partners LP
Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors. | Finance |
Cederian Investments LLC
Cederian Investments LLC Investment ManagersFinance Founded in 2010, Cederian Investments LLC is a registered investment advisor located in American Fork, Utah. The firm offers a diverse set of separately managed equity and fixed-income portfolios tailored to institutional and private clients. | Finance |
Aegis Wealth Group LLC
Aegis Wealth Group LLC Investment ManagersFinance Aegis Wealth Group LLC (dba Everspire) is an independent, SEC-registered investment advisor headquartered in Midvale, Utah. The firm was founded by Roy R. Jones and Joshua P. Jones in 2005. Everspire offers investment management services to retail investors, which includes individuals, high net worth clients, and businesses. | Finance |