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Jeff Merriman-Cohen

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Jeff Merriman-Cohen

Principal, Board Member | Merriman Wealth Management, LLC

Seattle, Washington, United States

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Jeff Merriman-Cohen

Summary

Jeff Merriman-Cohen is an accomplished organizational leader with a strong background in financial services and a proven track record of success in investment management. He served as the CEO of Merriman Wealth Management for a decade, during which he significantly increased the firm's assets under management while fostering a positive workplace culture that earned multiple accolades. Currently, he is a Principal and Board Member at Merriman, where he continues to provide strategic guidance and advisory services. In addition to his corporate roles, Jeff is actively involved in community service, contributing his expertise to various nonprofit organizations. He holds a Bachelor's degree in Business Administration from City University of Seattle and has pursued studies in Rabbinical Studies. A passionate advocate for leadership development, Jeff is open to new opportunities where he can leverage his extensive experience in business strategy and organizational development.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Jeff Merriman-Cohen

Work Experience

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Principal, Board Member at

Merriman Wealth Management, LLC

Present

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Committee Member at

The Jewish Community Foundation Of Greater Seattle

January 2020 - Present

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Committee Member at

The Jewish Community Foundation Of Greater Seattle

January 2020 - Present

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Committee Member at

Jewish Family Service of Seattle Public Benefit

December 2015 - Present

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Principal, Board Member at

Merriman Wealth Management, LLC

October 2010 - Present

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Board Member at

Northwest Yeshiva High School

October 2014 - June 2019

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Board Member at

Seattle Hebrew Academy

June 2018 - June 2019

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Consultant at

Merriman Cohen Consulting

January 2014 - December 2017

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Ceo at

Merriman

January 2000 - September 2010

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Financial Advisor at

Merriman

December 1988 - December 1999

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Jeff Merriman-Cohen

Education

City University of Seattle, Bachelor Of Science (Bs)

January 1986 - January 1988

Yeshiva B'nai Torah

January 1983 - January 1985

Frequently Asked Questions about Jeff Merriman-Cohen

What is Jeff Merriman-Cohen email address?

Jeff Merriman-Cohen's primary email address is ****@merriman.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeff Merriman-Cohen work for?

Jeff Merriman-Cohen is a Principal, Board Member at Merriman Wealth Management, LLC, a company specializing in Monetary Authorities-Central Bank.

Where Jeff Merriman-Cohen graduated from?

Jeff Merriman-Cohen holds a degree in Business Administration And Management, General from City University of Seattle.

How can I directly contact Jeff Merriman-Cohen?

To contact Jeff Merriman-Cohen directly, you can use the email address ****@merriman.com. Complete contact information is available upon registration with Muraena.

Who is Jeff Merriman-Cohen?

Jeff Merriman-Cohen is an accomplished organizational leader with a strong background in financial services and a proven track record of success in investment management. He served as the CEO of Merriman Wealth Management for a decade, during which he significantly increased the firm's assets under management while fostering a positive workplace culture that earned multiple accolades. Currently, he is a Principal and Board Member at Merriman, where he continues to provide strategic guidance and advisory services. In addition to his corporate roles, Jeff is actively involved in community service, contributing his expertise to various nonprofit organizations. He holds a Bachelor's degree in Business Administration from City University of Seattle and has pursued studies in Rabbinical Studies. A passionate advocate for leadership development, Jeff is open to new opportunities where he can leverage his extensive experience in business strategy and organizational development.

Jeff`s contact details

mail

****@merriman.com

Colleagues

Greg Berkman

Chief Operating Officer

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Kristi De Grys

Chief Operating Officer/Chief Investment Officer

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