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Arthur G. Merriman, III, CFA

4/8/2019

 
Arthur G. Merriman, III, CFA - Carnegie Investment Counsel
Arthur G. Merriman, III, CFA
Principal, Senior Portfolio Manager
Cleveland, OH
email art merriman
Or call 216.367.4108
As a Principal and Senior Portfolio Manager Art brings to the firm, and it’s clients, over 35 years of experience and knowledge in portfolio management.

Art has held the positions of 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.
​
He is a Chartered Financial Analyst® and a member of the CFA Society of Cleveland.  Art is a graduate of Bowdoin College and holds a bachelor’s degree in Economics.
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  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis