Patrick Merrill, CFP®, CFA, MBA, is the First Vice President of Investments at Green Lowi & Merrill Advisory Group - Stifel, where they focus on assisting executives and entrepreneurs. Patrick has been with Stifel Financial Corp. since 2013, holding various positions including Vice President of Investments since 2018 and Registered Client Service Associate from 2013 to 2016. They completed an MBA at NYU Stern School of Business between 2016 and 2018 and earned a Bachelor of Arts in Business Administration and Finance from California State University-Fullerton in 2011. Patrick also had a brief experience as an MBA Summer Associate at State Street Global Advisors in 2017.
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