Arthur G. Merriman, III, CFA

Arthur G. Merriman, III, CFA
Principal, Director, Senior Portfolio Manager
Cleveland, OH

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As a Principal and Senior Portfolio Manager, Art brings over 35 years of experience and knowledge in portfolio management to his clients.

Art has held positions of Senior Vice President at Stifel, Nicolaus and Portfolio Manager at Century Securities, where he provided advisory services focused on stocks, bonds, options, and portfolio structure. Before joining Carnegie in 2014, Art was Managing Director with MAI Wealth Advisors, LLC. He co-managed the Dividend Plus mutual fund, a strategy using option writing to enhance portfolio income.
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He is a Chartered Financial Analyst® and a CFA Society of Cleveland member. Art graduated from Bowdoin College with a bachelor’s degree in Economics.

About the CFA Designation

The Chartered Financial Analyst (“CFA”) charter is a professional designation established in 1962 and awarded by CFA Institute. To earn the CFA charter, candidates must pass three sequential, six-hour examinations over two to four years. The three levels of the CFA Program test a wide range of investment topics, including ethical and professional standards, fixed-income analysis, alternative and derivative investments, and portfolio management and wealth planning. In addition, CFA charterholders must have at least four years of acceptable professional experience in the investment decision-making process and must commit to abide by, and annually reaffirm, their adherence to the CFA Institute Code of Ethics and Standards of Professional Conduct.