Kristi de Grys
Chief Investment Officer bei Merriman Wealth Management LLC
Profil
Ms. Kristi de Grys is a Chief Operating, Investment and Compliance Officer at Merriman Wealth Management LLC.
She is responsible for the firm’s investment offerings, client service, operations, and compliance.
She joined Merriman in January of 2016 as a research analyst.
In that role and later as Director of Research.
Prior to joining Merriman, She spent 18 years as an engineer and project manager in the aerospace field working on satellite propulsion systems.
In recognition of her contributions to the field of electric propulsion, she has won several national awards and been granted multiple patents.
She has a bachelor’s degree in physics and mechanical engineering from Yale University.
Aktive Positionen von Kristi de Grys
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Chief Investment Officer | 01.03.2019 |
Ausbildung von Kristi de Grys
| Yale University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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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 |
