Brian Merrill
Investment Committee Member at Tanglewood Wealth Management, Inc.
Profile
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.
Brian Merrill active positions
| Companies | Position | Start |
|---|---|---|
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. | Investment Committee Member | 01/01/2002 |
Former positions of Brian Merrill
| Companies | Position | End |
|---|---|---|
Enron Corp.
 Enron Corp. Integrated OilEnergy Minerals Enron Corp. provides energy related services | Corporate Officer/Principal | 31/12/2001 |
Training of Brian Merrill
| Southern Methodist University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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