Paul Stephen Merrick
Analyst-Equity bij Riverpoint Wealth Management Holdings LLC
Profiel
Mr. Paul S.
Merrick, CFA, is a Senior Wealth Manager at Riverpoint Wealth Management Holdings LLC.
brings nineteen years of experience providing wealth management advice to his clients and also conducts key investment research for all the wealth advisors of Riverpoint Wealth Management.
Mr. Merrick began his career in the financial services industry in 2004, as a Financial Advisor at American Express, and has now been with Riverpoint for more than sixteen years.
He graduated from the University of Illinois with a Bachelor of Science in Business Finance in 2003.
He has received his CFA charter from the CFA institute.
Actieve functies van Paul Stephen Merrick
| Bedrijven | Functie | Begin |
|---|---|---|
Riverpoint Wealth Management Holdings LLC
 Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Analyst-Equity | 01-09-2013 |
Opleiding van Paul Stephen Merrick
| University of Illinois | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Riverpoint Wealth Management Holdings LLC
Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates. | Finance |
