Seth Byron Merrill
Investment Committee Member at Aegis Wealth Group LLC
Profile
Mr. Seth B.
Merrill, CFA MBA, is an Investment Policy Committee Member at Aegis Wealth Group LLC.
Since 2017, he has worked in investments at Ensign Peak Advisors, the asset management arm of the Church of Jesus Christ of Latter-day Saints.
He has over 15 years of investing experience.
From 2010 through 2016, Mr. Merrill was President and founder of Cederian Investments, a Registered Investment Advisory firm offering actively managed investment strategies to individual clients.
At Cederian, he was the portfolio manager for eleven value-focused equity and fixed income portfolios as well as a long/short hedge fund.
Before launching Cederian, he served as a voting member of the Small Cap Investment Committee at Brandes Investment Partners.
Mr. Merrill was also a Senior Equity Research Analyst at Brandes, with primary responsibility for global coverage of the chemical industry.
Prior to joining Brandes in 2003, he worked in finance and treasury roles at Ford Motor Company.
Mr. Merrill received his MBA from the Stanford Graduate School of Business and his BS (magna cum laude) in accounting from Brigham Young University.
He is a Chartered Financial Analyst charterholder.
Seth Byron Merrill active positions
Companies | Position | Start |
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Aegis Wealth Group LLC
Aegis Wealth Group LLC Investment ManagersFinance Aegis Wealth Group LLC (dba Everspire) is an independent, SEC-registered investment advisor headquartered in Midvale, Utah. The firm was founded by Roy R. Jones and Joshua P. Jones in 2005. Everspire offers investment management services to retail investors, which includes individuals, high net worth clients, and businesses. | Investment Committee Member | 01/01/2017 |
Former positions of Seth Byron Merrill
Companies | Position | End |
---|---|---|
Cederian Investments LLC
Cederian Investments LLC Investment ManagersFinance Founded in 2010, Cederian Investments LLC is a registered investment advisor located in American Fork, Utah. The firm offers a diverse set of separately managed equity and fixed-income portfolios tailored to institutional and private clients. | Founder | 05/12/2017 |
Brandes Investment Partners LP
Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors. | Analyst-Equity | 31/12/2010 |
FORD MOTOR COMPANY | Corporate Officer/Principal | 31/08/2001 |
Training of Seth Byron Merrill
Stanford University | Masters Business Admin |
Brigham Young University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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FORD MOTOR COMPANY | Consumer Durables |
Private companies | 3 |
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Brandes Investment Partners LP
Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors. | Finance |
Cederian Investments LLC
Cederian Investments LLC Investment ManagersFinance Founded in 2010, Cederian Investments LLC is a registered investment advisor located in American Fork, Utah. The firm offers a diverse set of separately managed equity and fixed-income portfolios tailored to institutional and private clients. | Finance |
Aegis Wealth Group LLC
Aegis Wealth Group LLC Investment ManagersFinance Aegis Wealth Group LLC (dba Everspire) is an independent, SEC-registered investment advisor headquartered in Midvale, Utah. The firm was founded by Roy R. Jones and Joshua P. Jones in 2005. Everspire offers investment management services to retail investors, which includes individuals, high net worth clients, and businesses. | Finance |
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