Steve Merrell Email & Phone Number
Co-Founder/Chief Investment Officer @ Monterey Private Wealth, Inc.
5 free lookup(s).
Steve Merrell Location
- Monterey, CA, US
Steve Merrell Work
- 2011 - now Co-Founder/Chief Investment Officer @
- 2011 - now Founder and Chief Investment Officer @ Monterey
- 2001 - 2011 Founder and Chief Investment Officer @ Willow Ridge Capital Advisors
- 1988 - 2000 Portfolio Manager @
- 1981 - 1982 Missionary @ Austria Vienna Mission
Steve Merrell Education
- Brigham Young University
Master of Business Administration (Finance)
1984 - 1986 - Brigham Young University
Bachelor of Arts (Economics)
1979 - 1984 - El Camino High School 1976 - 1979
Steve Merrell Skills
- Financial Modeling
- Estate Planning
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Investment Strategies
- Portfolio Management
- Wealth Management
- Tactical Asset Allocation
- Equities
- Fixed Income
- Financial Planning
- Investment Management
- Investments
- Asset Managment
- Retirement Planning
Steve Merrell Summary
- Steve Merrell, based in Monterey, CA, US, is currently a Co-Founder/Chief Investment Officer at Monterey Private Wealth, Inc.. Steve Merrell brings experience from previous roles at Monterey, Willow Ridge Capital Advisors, American Express Financial Advisors and Austria Vienna Mission. Steve Merrell holds a 1984 - 1986 Master of Business Administration in Finance @ Brigham Young University. With a robust skill set that includes Financial Modeling, Estate Planning, Asset Allocation, Mutual Funds, Investment Advisory and more. Steve Merrell has 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Steve Merrell?
Find contact details for 700 million professionals.
Others Named Steve Merrell
Steve Merrell
Co-Founder/Chief Investment Officer
Monterey, CA, US
Steve Merrell
Creative Director
Sedbergh, GB
Steve Merrell
Seibi Technician
Evansville, IN, US
Steve Merrell
Authorized Nuclear Operator - Pickering A
Whitby, ON, CA
Top Monterey Private Wealth, Inc. Employees
Steve Merrell
Co-Founder/Chief Investment Officer
Monterey, CA, US
Treygon Oler
Portfolio Administrator
Monterey, CA, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co