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Andy Bloom
Analyst-Equity at Merriman Wealth Management LLC
Andy Bloom active positions
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 01/07/2016 | - |
Trading-Equity | 01/07/2016 | - | |
Portfolio Manager-Equities | 01/07/2016 | - |
Career history of Andy Bloom
Former positions of Andy Bloom
Companies | Position | Start | End |
---|---|---|---|
Summit Capital Management LLC
![]() Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | Analyst-Equity | 01/06/2008 | 01/04/2016 |
Analyst-Fixed Income | 01/06/2008 | 01/04/2016 | |
Portfolio Manager-Equities | 01/06/2008 | 01/04/2016 | |
WEYERHAEUSER COMPANY | Corporate Officer/Principal | 01/08/2005 | - |
Training of Andy Bloom
Seattle University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Analyst-Fixed Income | 1 |
Sectoral
Finance | 3 |
Non-Energy Minerals | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
WEYERHAEUSER COMPANY | Non-Energy Minerals |
Private companies | 2 |
---|---|
Summit Capital Management LLC
![]() Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | Finance |
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 |
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