![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>)
Profilo
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.
Precedenti posizioni note di Gerard Figurelli
| Società | Posizione | Fine |
|---|---|---|
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 | - |
Formazione di Gerard Figurelli
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
96
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
