Steve Merrell Email & Phone Number
Co-Founder/Chief Investment Officer @ Monterey Private Wealth, Inc.
Steve Merrell's Location
Monterey, CA, US
Steve Merrell's Work
- Co-Founder/Chief Investment Officer @ Monterey Private Wealth, Inc.
- Founder and Chief Investment Officer @ Monterey
- Founder and Chief Investment Officer @ Willow Ridge Capital Advisors
- Portfolio Manager @ American Express Financial Advisors
- Missionary @ Austria Vienna Mission
Steve Merrell's Education
- Brigham Young University
Master of Business Administration (Finance)
1984 - 1986 - Brigham Young University
Bachelor of Arts (Economics)
1979 - 1984 - El Camino High School1976 - 1979
Steve Merrell's Skills
- Wealth Management
- Estate Planning
- Portfolio Management
- Financial Modeling
- Investment Strategies
- Investments
- Fixed Income
- Asset Allocation
- Investment Advisory
- Mutual Funds
Steve Merrell's Summary
Steve Merrell, based in Monterey, CA, US, is currently a Co-Founder/Chief Investment Officer at Monterey Private Wealth, Inc., bringing 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 Wealth Management, Estate Planning, Portfolio Management, Financial Modeling, Investment Strategies and more, Steve Merrell contributes valuable insights to the industry. Steve Merrell has 2 emails and 1 mobile phone number on RocketReach.
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