Benjamin T. Freeburg
Analyst-Equity at Merriman Wealth Management LLC
Profile
Mr. Benjamin T.
Freeburg is a Portfolio Manager at Merriman Wealth Management LLC.
He conducts research and due diligence across all asset classes, inclusive of real assets, commodities, private equity and other alternative investments.
He assists in origination, research and structuring for co-investment transactions and monitors indirect manager allocations and direct investments for Echelon Partners LP and related co-investment strategies.
Mr. Freeburg joined the Merriman team in 2016 from Summit Capital where he was an Investment Strategy Director and served on the Executive Team.
Prior to joining Summit Capital in 2010, he spent five years at BlackRock, Inc. (formerly Quellos Capital Management).
While at BlackRock, he managed the foreign currency hedging and portable alpha swap programs associated with BlackRock’s hedge fund of funds.
He received his BBA in Finance from Gonzaga University in 2001 and his MBA from the University of Notre Dame graduating magna cum laude in 2010.
In addition, he is a Chartered Alternative Investment Analyst (CAIA) charter holder.
Benjamin T. Freeburg active positions
| Companies | Position | Start |
|---|---|---|
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. | Analyst-Equity | 31/12/2015 |
Former positions of Benjamin T. Freeburg
| Companies | Position | End |
|---|---|---|
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. | Analyst-Equity | 31/03/2016 |
| BLACKROCK, INC. | Corporate Officer/Principal | - |
Training of Benjamin T. Freeburg
| Gonzaga University | Undergraduate Degree |
| Mendoza College of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BLACKROCK, INC. | Finance |
| Private companies | 2 |
|---|---|
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. | Finance |
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 |
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