Jonathan Merrill, Cfa, C AI A
About Jonathan Merrill, Cfa, C AI A
Jonathan Merrill is the Director of Private Wealth and Institutional Business Development at Carlson Capital, L.P., where he has worked since 2022. He has a strong background in financial product distribution and business development, with previous roles at BlackRock and John Hancock Investments.
Work at Carlson Capital
Jonathan Merrill serves as the Director of Private Wealth & Institutional Business Development at Carlson Capital, L.P. He has held this position since 2022, contributing to the firm's operations in Dallas, Texas. In this role, he focuses on expanding the firm's reach within private wealth and institutional markets, leveraging his extensive experience in financial product distribution.
Previous Experience at BlackRock
Before joining Carlson Capital, Jonathan Merrill worked at BlackRock as Vice President of RIA Business Development from 2018 to 2022. During his tenure in Boston, Massachusetts, he played a key role in developing relationships with registered investment advisors, enhancing the firm's business development efforts in the financial sector.
Background in Financial Services
Jonathan Merrill has a professional background in sales and business development within the financial sector. He has extensive experience in distributing specialized financial products across both institutional and private wealth channels, which has equipped him with deep product knowledge in equities, fixed income, and alternative asset classes.
Education and Expertise
Jonathan Merrill studied at the University of New Hampshire, where he earned a Bachelor of Arts in Political Science and Government from 2010 to 2014. He also studied at the Peter T. Paul College of Business and Economics at the same university, obtaining a Bachelor of Science in Economics during the same period. This educational background supports his expertise in financial services and business development.
Experience at John Hancock Investments
Prior to his role at BlackRock, Jonathan Merrill worked at John Hancock Investments as an Associate in RIA Business Development from 2014 to 2018. His experience in this position further solidified his skills in business development and client relationship management within the financial industry, also based in Boston, Massachusetts.