Kristi de Grys
Chief Investment Officer 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 |
| 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 |
| Richard Levin | M | 77 |
Yale University
| 31 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 |
| Elan Gandsman | M | 82 |
Yale University
| 31 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. | - |
| Louise M. Dembry | M | - |
Yale University
| 31 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 |
| Chris Wheeler | 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. | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Xiaolan Zeng | M | 50 |
Yale University
| 6 years |
| Alex Golubev | 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. | 7 years |
| Gao Wang | M | 57 |
Yale University
| 5 years |
| Joseph Patt | M | - |
Yale University
| 4 years |
| Mark Volchek | M | 46 |
Yale University
| 4 years |
| Chad Messer | M | - |
Yale University
| 8 years |
| Xu Hui Shen | M | 45 |
Yale University
| 6 years |
| Sarah P. Payne | F | - |
Yale University
| 4 years |
| Swan Chang | M | - |
Yale University
| 4 years |
| Ophir Klein | M | - |
Yale University
| 7 years |
| So-Young Kim | M | 57 |
Yale University
| 3 years |
| Shakil Waiz Ahmed | M | - |
Yale University
| 6 years |
| Josh Duhl | M | - |
Yale University
| 5 years |
| Linda Lorimer | F | 72 |
Yale University
| - |
| Matt Rudolf | 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. | 4 years |
| Marie Szuts | F | - |
Yale University
| 11 years |
| Ajit Pai | M | - |
Yale University
| 3 years |
| Bing Yuan | M | 55 |
Yale University
| 5 years |
| Felton Jenkins | M | - |
Yale University
| 3 years |
| Michael Caperonis | M | - |
Yale University
| 4 years |
| Anthony Philippakis | M | 48 |
Yale University
| 4 years |
| Erin Lavelle | F | 46 |
Yale University
| 3 years |
| Yukie Nakano | M | 59 |
Yale University
| 3 years |
| Satyavrat Shukla | M | 52 |
Yale University
| 2 years |
| Charles Flynn | M | - |
Yale University
| 4 years |
| John Kirkowski | M | - |
Yale University
| 4 years |
| Sheng Feng Li | M | 65 |
Yale University
| 4 years |
| Quentin Koffey | M | 46 |
Yale University
| 4 years |
| Frank Fabozzi | M | 76 |
Yale University
| 17 years |
| Hitesh Jagadish Patel | M | - |
Yale University
| 4 years |
| Zachary Krug | M | - |
Yale University
| 4 years |
| May Han | M | - |
Yale University
| 6 years |
| Jared Waxman | M | - |
Yale University
| 4 years |
| Tom Newell | M | - |
Yale University
| 4 years |
| Sean Murphy | M | - |
Yale University
| 5 years |
| Christopher Malloy | M | - |
Yale University
| 4 years |
| Jill Simandl | F | - |
Yale University
| 4 years |
| David L. Oh | M | - |
Yale University
| 4 years |
| Christopher Shepler | M | - |
Yale University
| 4 years |
| Nithyanantham Gunananthan | M | 56 |
Yale University
| 1 years |
| Hai Tao Li | M | 54 |
Yale University
| 1 years |
| Ke Wei Xie | M | 63 |
Yale University
| 3 years |
| Yun Yau Li | M | 45 |
Yale University
| 4 years |
| Justin Yap | M | - |
Yale University
| 4 years |
| Bong Choi | M | - |
Yale University
| 4 years |
| Justin Scott Howard | M | - |
Yale University
| 4 years |
| Lin Zhou | M | 64 |
Yale University
| 7 years |
| Colin Savage | M | - |
Yale University
| 4 years |
| Daniel Mindus | M | - |
Yale University
| 24 years |
| Frank Chism | M | - |
Yale University
| 4 years |
| John S. Swartley | M | - |
Yale University
| 5 years |
| Pawel Chudzicki | M | - |
Yale University
| 4 years |
| Devraj Roy | M | - |
Yale University
| 3 years |
| Gregg E. Favalora | M | - |
Yale University
| 4 years |
| Peter Beinart | M | - |
Yale University
| 4 years |
| Helen Chiang | F | - |
Yale University
| 4 years |
| Damon S. Judd | M | - |
Yale University
| 4 years |
| Umut Ergun | M | - |
Yale University
| 4 years |
| Charles Lazor | M | - |
Yale University
| 1 years |
| Peter W. Calamari | M | 49 |
Yale University
| 4 years |
| Nicholas G. Demmo | M | - |
Yale University
| 4 years |
| Tad Yanagi | M | - |
Yale University
| 4 years |
| Ryan A. Rauch | M | - |
Yale University
| 4 years |
| David Stephen Charney | M | - |
Yale University
| 4 years |
| Devon Michael Porpora | M | - |
Yale University
| 4 years |
| Monir Mamoun | M | - |
Yale University
| 4 years |
| Evren Bilimer | M | 46 |
Yale University
| 4 years |
| Mark W. Heaphy | M | - |
Yale University
| 1 years |
| Robert Morse | M | 68 |
Yale University
| 24 years |
| Jeffrey A. Ketterling | M | - |
Yale University
| 4 years |
| John Ellertson Peetz | M | - |
Yale University
| 4 years |
| Jaime R. Harrison | M | - |
Yale University
| 4 years |
| Robert Kinderman | M | 48 |
Yale University
| 4 years |
| Than Merrill | M | - |
Yale University
| 4 years |
| Zheng Ma | M | 57 |
Yale University
| 3 years |
| James Litinsky | M | 46 |
Yale University
| 4 years |
| Eric Hollowaty | M | - |
Yale University
| 4 years |
| Lisa Marie Howie | F | - |
Yale University
| 4 years |
| Stayton Creech | M | - |
Yale University
| 3 years |
| Ingrid Kiefer | F | - |
Yale University
| 5 years |
| Jonathan Stern | M | - |
Yale University
| 4 years |
| John V. Calce | M | - |
Yale University
| 4 years |
| Anthony J. Limberis | M | - |
Yale University
| 4 years |
| steve kraus | M | - |
Yale University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Kristi de Grys
- Personal Network
