With over $3.6 billion in assets under administration, Merriman Wealth Management is happy to announce the recruitment of CPA/ABV Geoffrey Curran, CFA, and CFP® Paige Lee to its investment committee.
Jeremy Burger, CFA, CFP®, said that the inclusion of Geoff and Paige will assist Merriman’s investment committee in “continuing to seek the greatest investment results for our customers.” There are six members of Merriman’s six-person investment committee that supervise the firm’s two primary investment strategies and hedge fund.
After three years at TD Ameritrade, Geoffrey joined Merriman in January 2016 as a Wealth Advisor. University of Tulsa graduate Geoff has obtained three prominent business qualifications – Certified Financial PlannerTM (CFP®), Certified Public Accountant (CPA), and Chartered Financial Analyst (CFA®). On top of that, he’s an active part of the South Puget Sound community, having served on both the Tacoma Employees’ Retirement System pension and the Greater Tacoma Community Foundation investment committees.
Prior to Merriman, Paige worked in the software business for three years and worked as a financial adviser for two years before joining Merriman in December 2019. A graduate of the University of Notre Dame, Paige is a Certified Financial PlannerTM professional, a CFA®, and a CARICOM. She has also acquired the designations of Chartered SRI Counselor and Chartered Financial Analyst. Paige is a specialist in sustainable, ethical, and impact investment alternatives.