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Mark Merrill
Portfolio Associate at Clearwell Group
Mark Merrill is a Portfolio Associate at Clearwell Group, a family office investment firm based in Tampa, Florida. His role at Clearwell Group involves managing investment portfolios and contributing to the firm's financial strategies. Prior to this position, he worked at DeBartolo Development as an analyst, gaining valuable experience in capital markets and investment analysis.
Merrill holds a background in finance and has developed his expertise through various roles in the investment sector. His LinkedIn profile indicates that he has been with Clearwell Group since July 2020, and he has also taken on responsibilities at Modified Investments as a Managing Partner starting in June 2023.12
Highlights
Feb 24 · reports.adviserinfo.sec.gov
[PDF] Mark Wallace Merrill Jr - SEC.gov
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Location
Tampa/St. Petersburg, Florida Area
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Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
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See who you know in common with Mark