Arthur G. Merriman, III, CFA®
Principal/Senior Portfolio Manager
Art Merriman joined Carnegie in Summer, 2014. He is a Principal and Senior Portfolio Manager, and brings over 30 years of experience in portfolio management to the firm. Over the past 15 years, Art was a Senior Vice President at Stifel, Nicolaus and Portfolio Manager at Century Securities, providing advisory services focused on stocks, bonds, options, and portfolio structure. Most recently Art was Managing Director with MAI Wealth Advisors, LLC, where he co-managed the Dividend Plus mutual fund, a strategy using option writing to enhance portfolio income.
A 1980 graduate of Bowdoin College, Art holds a bachelor’s degree in Economics and is a Chartered Financial Analyst, and a member of the CFA Society of Cleveland.