Andy Bloom

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Profile

Andrew J.
Bloom worked as the Investment Strategy Director of Public Markets at Summit Capital Management LLC from 2008 to 2016.
Prior to that, he was a Principal at Weyerhaeuser Co. from 2005 to 2008.
Currently, he is working as a Portfolio Manager & Wealth Advisor at Merriman Wealth Management LLC since 2019.
Mr. Bloom completed his undergraduate degree at Seattle University in 2005.

Former positions of Andy Bloom

Companies	Position	End
Merriman Wealth Management LLC Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives.	Analyst-Equity	2023-09-30
Summit Capital Management LLC Summit Capital Management LLC Investment ManagersFinance Summit Capital Management's active asset management approach is based on a value-oriented investment philosophy that seeks preservation of capital and solid risk-adjusted returns in all market environments. The firm employs a multi-strategy, globally-oriented investment program that invests in the asset classes, investment vehicles and underlying securities that are most attractive from a fundamental value perspective at various points throughout a full market cycle. The firm's style is most synonymous with endowments and foundations targeting total return allocated across a full spectrum of asset classes through both direct and indirect active investment management.	Analyst-Equity	2016-03-31
WEYERHAEUSER COMPANY	Corporate Officer/Principal	-

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Private companies	4
Weyerhaeuser Co. Weyerhaeuser Co. Real Estate Investment TrustsFinance Operates as a real estate investment trust that focuses on timberlands & manufactures wood products	Finance
Summit Capital Management LLC Summit Capital Management LLC Investment ManagersFinance Summit Capital Management's active asset management approach is based on a value-oriented investment philosophy that seeks preservation of capital and solid risk-adjusted returns in all market environments. The firm employs a multi-strategy, globally-oriented investment program that invests in the asset classes, investment vehicles and underlying securities that are most attractive from a fundamental value perspective at various points throughout a full market cycle. The firm's style is most synonymous with endowments and foundations targeting total return allocated across a full spectrum of asset classes through both direct and indirect active investment management.	Finance
Seattle University Seattle University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merriman Wealth Management LLC Merriman Wealth Management LLC Investment ManagersFinance Merriman seeks to construct well-balanced and globally diversified portfolios based on academic research, with the goal of providing investors with superior risk-adjusted returns. The firm’s two core investment products primarily use mutual funds and exchange-traded funds (ETFs) to help clients achieve their investment objectives.	Finance

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