July 27, 2016 3:42 PM ET

Capital Markets

Company Overview of Merriman Capital, Inc.

Company Overview

Merriman Capital, Inc. is an investment banking firm that provides securities brokerage and trading services. It offers research, sales and trading, market making, corporate finance, restructurings, mergers and acquisitions, and capital markets advisory services. The firm also provides pre-IPO private placements, IPOs, and follow-on offerings such as PIPEs and secondary public offerings. Additionally, it offers after-market support, capital markets advisory, and corporate and venture services to corporate clients and small-cap companies. Merriman Capital, Inc. is headquartered in San Francisco, California with additional offices in New York, New York; Cambridge, Massachusetts; Newport Beach,...

250 Montgomery Street

16th Floor

San Francisco, CA 94104

United States

Phone:

415-248-5600

Fax:

415-248-5690

Key Executives for Merriman Capital, Inc.

Founder, Co-Chairman and Chief Executive Officer
Age: 56
President, Managing Director and Director
Senior Managing Director
Vice Chairman and Co-Head of Mergers & Acquisitions
Age: 72
Chief Technology Strategist and Managing Director
Compensation as of Fiscal Year 2016.

Merriman Capital, Inc. Key Developments

Merriman Capital, Inc. Appoints Adriana Piltz to its Board of Directors

Merriman Capital, Inc. announced that it has appointed Adriana Piltz to its Board of Directors. Adriana Piltz joined Merriman Capital in June of 2012 and was recently appointed President of the firm. Ms. Piltz is responsible for all of the firm's broker dealer operating functions and the finance department. She works closely with Merriman's financial entrepreneur clients on all matters relevant to the smooth running of their individual businesses. Ms. Piltz also oversees the firm's research product and works hand-in-hand with the analysts to make sure the quality, quantity, and distribution is efficient. Ms. Piltz was most recently at Ticonderoga Securities LLC.

Merriman Capital, Inc. Appoints Bob Ward to its Advisory Board

Merriman Capital, Inc. announced the addition of former Board of Directors member, Bob Ward, to its Advisory Board. Bob Ward is the Chief Revenue Officer for Vertical Management Systems (VMS). He is also the founder of RS Advisory Services. Mr. Ward serves on the board of Envestnet Retirement Solutions and is also an advisor to Merriman Holdings and Saxon Securities. Mr. Ward was the former Chief Operating Officer (COO) for SunGard's Wealth Management business. Prior to his Wealth Management role, Robert was the COO for the SunGard Transaction Network (STN), now known as the SunGard Global Network (SGN).

Merriman Capital, Inc. Announces the Addition of Jeffrey M. Soinski to Its Advisory Board

Merriman Capital, Inc. announced the addition of former Board of Directors member, Jeffrey M. Soinski, to its Advisory Board. Jeffrey M. Soinski has been the Chief Executive Officer of Avinger, Inc. as well as a member of its Board of Directors since December 2014. Prior to Avinger, Mr. Soinski served as Chief Executive Officer of Medical Imaging Holdings and its primary operating company Unisyn Medical Technologies from its formation in 2009 until the acquisition of its Unisyn business by GE Healthcare in 2013.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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