Brian Merrill
Lid van de Investeringscommissie bij Tanglewood Wealth Management, Inc.
Profiel
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.
Actieve functies van Brian Merrill
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Lid van de Investeringscommissie | 01-01-2002 |
Eerdere bekende functies van Brian Merrill
| Bedrijven | Functie | Einde |
|---|---|---|
Enron Corp.
 Enron Corp. Integrated OilEnergy Minerals Enron Corp. provides energy related services | Corporate Officer/Principal | 31-12-2001 |
Opleiding van Brian Merrill
| Southern Methodist University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
