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Meet the Team

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Allan Merrill

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Allan Merrill is a retired investment executive who spent his career analyzing and investing in public companies involved in mergers and acquisitions. Most recently he was a Partner and Portfolio Manager at Citadel, and prior to that was a Partner and Senior Managing Director at Eton Park Capital Management. Allan has a JD from Harvard Law School, an MBA from Harvard Business School, and a BBA from Simon Fraser University. He was a Fulbright Scholar.

Securities products and services are offered by licensed securities representatives through ERG Securities (US) LLC, a registered broker-dealer and member of FINRA and SIPC.

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