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Meet our Executive Team

Our executive team works hard every day to make Merriman the single best place to invest and work. This is one place where, as a client, you’ll actually come into contact with the people who run our business. Read more to find out who they are.

Jeff Merriman-Cohen

Chief Executive Officer

jeff@merriman.com

Since he joined the firm in 1988, Jeff has worked in every area of our business. As managing partner and chief executive officer, his job is to manage the firm, overseeing everything we do and focusing on the development and well-being of our clients, employees and our office.

He attended college in New York and Seattle, and holds a Bachelor's Degree in business administration from City University.

Outside of work, Jeff's interests include cycling, games, sports and movies. He was the executive producer for an independent film called "Inheritance". A Washington native, Jeff and his fifteen year old son Aaron live in Seattle.

Colleen Lindstrom, CPA

Chief Financial Officer

colleen@merriman.com

As CFO, Colleen is responsible for the integrity of our internal financial systems. She was president of Berkman Purdy and Lindstrom before it merged with Merriman Capital Management.

She is a native of Tacoma and holds a business degree in accounting from the University of Washington. Colleen lives in Kenmore with her husband, son and daughter and enjoys cycling and lifting weights to keep in shape. Her non-work interests include "cooking complicated things" in addition to listening to jazz and reading literary classics and science fiction.

Greg Berkman, CPA

Chief Operating Officer

greg@merriman.com

Greg is responsible for managing the day-to-day operations of Merriman. As Chief Operating Officer, Greg ensures that all of our internal systems, business processes and strategic initiatives function well every day and that we continue to improve the service we deliver to our clients.

Greg has lived his entire life in the Seattle area and holds a business degree from the University of Washington. He enjoys travel, cooking, reading, scuba diving, cycling and is heavily involved in his synagogue.

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