About MIS
Jason Merriam is author and developer of the Merriam Report.
An active investor for 35 years, he is founder and president of
Merriam Investor Services (MIS), established in 1990.
MIS provides portfolio analysis and investment research services
to institutional and private clients.
Prior to MIS, Jason was managing partner for Beach & Sea
Group, a San Diego based investment LP.
He was actively involved with the NAIC for more than a decade,
conducting workshops and seminars to investment groups
throughout the United States.
Jason studied corporate finance and accounting with the late
Robert J. Westervelt, retired senior VP of Finance at Warner
Lambert and Pfizer.
As Mr. Westervelt's assistant, Jason was responsible for
developing investment analysis screens, portfolio management
and asset allocation models for high net-worth taxable and
retirement accounts.
Jason has appeared on CNBC and in articles of the Los Angeles
Times, New York Times and San Diego Union Tribune.
An active investor for 35 years, he is founder and president of
Merriam Investor Services (MIS), established in 1990.
MIS provides portfolio analysis and investment research services
to institutional and private clients.
Prior to MIS, Jason was managing partner for Beach & Sea
Group, a San Diego based investment LP.
He was actively involved with the NAIC for more than a decade,
conducting workshops and seminars to investment groups
throughout the United States.
Jason studied corporate finance and accounting with the late
Robert J. Westervelt, retired senior VP of Finance at Warner
Lambert and Pfizer.
As Mr. Westervelt's assistant, Jason was responsible for
developing investment analysis screens, portfolio management
and asset allocation models for high net-worth taxable and
retirement accounts.
Jason has appeared on CNBC and in articles of the Los Angeles
Times, New York Times and San Diego Union Tribune.
| The Merriam Report is dedicated in loving memory to my mentor and dear friend Robert J. Westervelt. Bob was a brilliant investor. He taught me the subtle nuances of corporate finance you don't learn in a classroom or read in a book. Robert's long and distinguished career included executive finance positions at several Fortune 500 companies including Pfizer, Warner-Lambert, Nestle, General Foods and Coty Cosmetics. |
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| For more information about MIS or to obtain a free copy of our latest quarterly investment report click here. |
| You can also read more of Jason's unique and insightful market commentary at his "blog" |
| Published articles by Jason Merriam |