Jonathan Merrill Cfa, Caia

Jonathan Merrill, CFA, CAIA has extensive experience in business development within the finance industry. Jonathan is currently working as the Director of Private Wealth & Institutional Business Development at Carlson Capital, L.P. Since joining in February 2022, they have played a crucial role in the company's growth and success. Prior to joining Carlson Capital, L.P., Jonathan worked at BlackRock as the Vice President of RIA Business Development from March 2018 to February 2022. Before that, they held the position of Associate in RIA Business Development at John Hancock Investments from October 2014 to March 2018. Jonathan's strong background in business development has proven to be an asset in fostering client relationships and contributing to the companies they have worked for.

Jonathan Merrill, CFA, CAIA completed their education at UNH Peter T. Paul College of Business and Economics from 2010 to 2014, earning a Bachelor of Science (BS) degree in Economics. During the same period, they also pursued a Bachelor of Arts (BA) degree in Political Science and Government at the University of New Hampshire. Jonathan Merrill also holds additional certifications, including Basic Keelboat Certification from the American Sailing Association, CFA from the CFA Institute, and Open Water Diver certification from PADI.