Brian Merrill
Miembro del Comité de Inversión en Tanglewood Wealth Management, Inc. .
Perfil
Mr. Brian J.
Merrill is a Partner at Tanglewood Wealth Management, Inc. For his first three years at the firm, he served as an investment analyst doing research and assisting with portfolio management.
In 2014, he purchased a 10% stake in Tanglewood and joined the firm as the third equity partner.
With this change, his role transitioned to greater leadership, including his current role as Director of Marketing and serving as a key member of the firm’s Investment Committee.
He continues to serve as Wealth Manager for firm clients.
Mr. Merrill was employed as a Financial Analyst by Enron Corp.
Mr. Merrill received his BBA from Southern Methodist University in Finance and Marketing (double major) in 2001.
Cargos activos de Brian Merrill
| Empresas | Cargo | Inicio |
|---|---|---|
Tanglewood Wealth Management, Inc.
 Tanglewood Wealth Management, Inc. Investment ManagersFinance Tanglewood Wealth Capital Management, Inc. (Tanglewood) is an independent wealth management firm and registered investment advisor headquartered in Houston, Texas. The firm was founded in 1979 by John F. Merrill. Tanglewood provides portfolio management services to individuals, high net-worth individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations and other trust programs. | Miembro del Comité de Inversión | 01/01/2002 |
Antiguos cargos conocidos de Brian Merrill.
| Empresas | Cargo | Fin |
|---|---|---|
Enron Corp.
 Enron Corp. Integrated OilEnergy Minerals Enron Corp. provides energy related services | Corporate Officer/Principal | 31/12/2001 |
Formación de Brian Merrill.
| Southern Methodist University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Enron Corp.
Enron Corp. Integrated OilEnergy Minerals Enron Corp. provides energy related services | Energy Minerals |
Tanglewood Wealth Management, Inc.
Tanglewood Wealth Management, Inc. Investment ManagersFinance Tanglewood Wealth Capital Management, Inc. (Tanglewood) is an independent wealth management firm and registered investment advisor headquartered in Houston, Texas. The firm was founded in 1979 by John F. Merrill. Tanglewood provides portfolio management services to individuals, high net-worth individuals, corporations, pension and profit-sharing plans, charitable institutions, foundations and other trust programs. | Finance |
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