Brian Merrill
Membro del Comitato di Investimento presso Tanglewood Wealth Management, Inc.
Profilo
Mr. Brian J.
Merrill is a Partner at Tanglewood Wealth Management, Inc. For his first three years at the firm, he served as an investment analyst doing research and assisting with portfolio management.
In 2014, he purchased a 10% stake in Tanglewood and joined the firm as the third equity partner.
With this change, his role transitioned to greater leadership, including his current role as Director of Marketing and serving as a key member of the firm’s Investment Committee.
He continues to serve as Wealth Manager for firm clients.
Mr. Merrill was employed as a Financial Analyst by Enron Corp.
Mr. Merrill received his BBA from Southern Methodist University in Finance and Marketing (double major) in 2001.
Posizioni attive di Brian Merrill
| Società | Posizione | Inizio |
|---|---|---|
Tanglewood Wealth Management, Inc.
 Tanglewood Wealth Management, Inc. Investment ManagersFinance Tanglewood Wealth Capital Management, Inc. (Tanglewood) is an independent wealth management firm and registered investment advisor headquartered in Houston, Texas. The firm was founded in 1979 by John F. Merrill. Tanglewood provides portfolio management services to individuals, high net-worth individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations and other trust programs. | Membro del Comitato di Investimento | 01/01/2002 |
Precedenti posizioni note di Brian Merrill
| Società | Posizione | Fine |
|---|---|---|
Enron Corp.
 Enron Corp. Integrated OilEnergy Minerals Enron Corp. provides energy related services | Corporate Officer/Principal | 31/12/2001 |
Formazione di Brian Merrill
| Southern Methodist University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Enron Corp.
Enron Corp. Integrated OilEnergy Minerals Enron Corp. provides energy related services | Energy Minerals |
Tanglewood Wealth Management, Inc.
Tanglewood Wealth Management, Inc. Investment ManagersFinance Tanglewood Wealth Capital Management, Inc. (Tanglewood) is an independent wealth management firm and registered investment advisor headquartered in Houston, Texas. The firm was founded in 1979 by John F. Merrill. Tanglewood provides portfolio management services to individuals, high net-worth individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations and other trust programs. | Finance |
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