As Head of Capital Markets of B. Riley FBR, Inc., Jon Merriman works closely with clients and prospects to leverage the firm’s resources in order to create solutions for their capital market needs. He enjoys actively advising small capitalization, public and private companies on complex financing and growth issues. With over 25 years of experience in the investment banking, brokerage and trading businesses, he brings deep experience across a broad variety of industries, including the healthcare, technology and consumer sectors, as well as experience in managing fast growing organizations. His extensive institutional and personal network and trading experience give him a unique perspective when working with investment banking clients and institutional investors.
Prior to joining B. Riley FBR, Jon was co-chairman and CEO of the publicly held Merriman Holdings, Inc. He was responsible for revenue generation at the firm’s broker dealer, Merriman Capital, Inc. as well as working closely with the firm’s advisory clients. Before forming Merriman Capital, Merriman was Managing Director and Head of the Wells Fargo Securities (WFS) equity group, formerly First Security Van Kasper (FSVK), and served on FSVK’s Board of Directors. As a result of a financing completed by WFS, he was appointed to the Board of Directors of Ratexchange Corporation, a publicly traded telecommunications company. Merriman was subsequently appointed Chairman and CEO of Ratexchange, which he restructured into Merriman Curhan Ford, known as Merriman Capital, Inc. Merriman Curhan Ford grew from six people and $1 million in revenues to over 200 employees and $90 million in revenues over a five year period.
Jon has served on several private and public company boards over the course of his finance career. He has been a frequent guest on Bloomberg TV as well as CNBC’s show “Fast Money,” and a regular contributor to financial publications such as The Wall Street Journal, Barron’s and others. He is an active collector of emerging artists and has served on the boards of the San Francisco Art Institute and the Santa Monica Art Museum. Merriman holds a B.A. from Dartmouth College and is based in the firm’s San Francisco office.