Profiel
Mr. Kevin B.
Glynn is a Portfolio Manager at Merriman Wealth Management LLC.
He manages our tactical asset allocation strategy comprised primarily of ETFs and mutual funds, a strategy he developed in 2002.
He joined the firm in 2016 and draws on his nearly 30 years of experience in the financial services industry.
He is on the Ironman Coeur d’Alene Community Fund Committee.
Prior to his years with Portfolio Management, Mr. Glynn built his experience within asset management groups including Citigroup, D.A.
Davidson and Key Investments.
He recently with Summit Capital since 2013 and Glynn Portfolio Management LLC, which he founded in 2009.
He received his undergraduate degree from Gonzaga University.
He received his Bachelor of Business Administration from Gonzaga University in 1984 and holds the FINRA series 65.
Eerdere bekende functies van Kevin Bonner Glynn
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-04-2016 |
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. | Portefeuillebeheerder-Aandelen | - |
| Citigroup Asset Management | Corporate Officer/Principal | - |
Opleiding van Kevin Bonner Glynn
| Gonzaga University | Undergraduate Degree |
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| Bedrijven in privébezit | 3 |
|---|---|
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 |
| Citigroup Asset Management | 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 |
