Arthur G. Merriman, III, CFA Principal, Senior Portfolio Manager Cleveland, OH
As a Principal and Senior Portfolio Manager Art brings to the firm, and it’s clients, over 30 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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