![Gerard Figurelli](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Gerard Figurelli is a Trader at Merriman Wealth Management LLC.
He is responsible for vigilantly monitoring the securities in the firm’s portfolios as well as executing trade orders given by the portfolio managers and advisors.
In addition to trading, order entry, and allocation, he ensures the investment team is kept up to speed on breaking news and company developments.
He was also an active member of the HT Student Investment fund at UW, where he led the financial equity analysis team.
Prior to joining Merriman Wealth Management in 2016, Mr. Figurelli worked in Summit Capital.
He received his BA in Finance from the University of Washington in June, 2013.
Tidigare kända positioner av Gerard Figurelli
| Företag | Position | Slut |
|---|---|---|
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives. | Trading-Equity | - |
Gerard Figurellis utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
97
Första gradens relationer
2
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
University of Washington
 University of Washington Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives. | Finance |
