Kimberly Merriman is Managing Director of the Denver Family Office Association, an organization that provides information, opportunities and investment resources to substantial families, individuals and the top advisors who serve them in Denver, Colorado.
In addition to her role at Family Office Networks, Ms. Merriman is the co-founder of A3 Financial Investments, a Denver based mutual fund advisor, which she started after serving as a Director at SBAM. Previously, she was a Client Advisor at J.P. Morgan’s Private Bank Denver office and worked at JP Morgan’s Private Bank Chicago office, where she helped to found the Incident and Client Advisory team to advise legal, regulatory, and compliance guidelines and initiatives. Prior to J.P. Morgan, she was a Financial Investment Professional within the Private Wealth Management division of Goldman Sachs & Co. in the New York and Houston offices.
She began her career in the corporate finance group of Skadden, Arps, Slate, Meagher & Flom LLP in New York. Ms. Merriman received a Juris Doctorate from New York Law School and a B.S. in Pre-Law with a minor in Sociology from The Pennsylvania State University.