Grant Weber, CFA in

Grant Weber, CFA

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Wealth Management Associate at Merrill Lynch
📍 Carmel, Indiana, United States

Grant is a Wealth Management Associate at Merrill Lynch and a recent CFA charterholder. A graduate of Indiana Universitys Kelley School of Business, he assists his team by researching market trends and analyzing portfolio performance to create value for clients.

He is passionate about his career in finance and was known for being helpful to his peers during his studies at Indiana University. He has a strong interest in understanding and navigating the complexities of financial markets to support his team and clients.

After several years of dedicated study, he recently earned the prestigious Chartered Financial Analyst (CFA) charter.

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Experience
6 Years
Current Role
Wealth Management Associate
Location
Carmel, Indiana, United States
Personality Overview

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Priorities

Topics Grant cares about

Wealth Management
As a Wealth Management Associate, his primary focus is on strategies that create value for clients through detailed market and portfolio analysis.
Market Analysis
His role involves researching market trends and analyzing past portfolio performance to inform investment decisions and identify risks.
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Career

Work history

5-2020
Wealth Management Associate
Merrill Lynch
5-2018 - 8-2019
Corporate Controller Intern
The Heritage Group
In the press

Media appearances

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Education
2016 - 2020
Bachelor's degree
Indiana University Bloomington
2012 - 2016
Education details unavailable
Carmel High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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