Andy Bloom
Analyst-Equity at Merriman Wealth Management LLC
Profile
Mr. Andrew J.
Bloom, CFA, is a Portfolio Manager & Wealth Advisor at Merriman Wealth Management LLC.
He is also serves clients in an advisory capacity out of the firm's Spokane office.
In Diversified Income, he is responsible for the investment research, portfolio construction and asset allocation, trading, risk management, and day-to-day portfolio management.
Prior to joining Merriman in 2016, Mr. Bloom was the Investment Strategy Director at Summit Capital where he spent over 7 years working on the investment management team with primary focus on the public market strategies.
Prior to Summit Capital, he spent 3 years at Weyerhaeuser.
He received his BA in Accounting from Seattle University in 2005 where he played basketball for the Redhawks.
He holds the Financial Regulatory Authority (FINRA) Series 65 and has been a CFA (Chartered Financial Analyst®) charter holder since 2015.
Andy Bloom active positions
| Companies | Position | Start |
|---|---|---|
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Analyst-Equity | 2016-06-30 |
Former positions of Andy Bloom
| Companies | Position | End |
|---|---|---|
Summit Capital Management LLC
 Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | Analyst-Equity | 2016-03-31 |
| WEYERHAEUSER COMPANY | Corporate Officer/Principal | - |
Training of Andy Bloom
| Seattle University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| WEYERHAEUSER COMPANY | Non-Energy Minerals |
| Private companies | 2 |
|---|---|
Summit Capital Management LLC
Summit Capital Management LLC Investment ManagersFinance Founded in 1996 by John Rudolf, Summit Capital Management LLC is a registered investment advisor headquartered in Seattle, Washington. The firm is a subsidiary of Summit Capital Group LLC. | Finance |
Merriman Wealth Management LLC
Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities. | Finance |
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