Merriman Adds Bob Ward to its Advisory Board

SAN FRANCISCO - May 24, 2016 - Merriman Capital, Inc. ("Merriman"), a wholly owned subsidiary of Merriman Holdings, Inc. (MERR), recently announced the addition of former Board of Directors member, Bob Ward, to its Advisory Board.
 
"Bob is a very well respected innovator, investor and financial technology entrepreneur with deep experience in building successful transaction networks. We look forward to his continued advice and counsel on multiple fronts," said Jon Merriman, CEO.
 
Bob Ward is the Chief Revenue Officer for Vertical Management Systems (VMS).  VMS is one of the nation's largest providers of market data, networking, and aggregation technology offering products to the financial marketplace.  He is also the founder of RS Advisory Services which helps financial service technology firms and asset managers with distribution, business model development and technology support.  Mr. Ward serves on the board of Envestnet Retirement Solutions and is also an advisor to Merriman Holdings and Saxon Securities. 
 
Mr. Ward was the former Chief Operating Officer (COO) for SunGard's Wealth Management business which includes a range of solutions and services targeted at advisors, banks, retirement providers, broker dealers and corporations. Prior to his Wealth Management role, Robert was the COO for the SunGard Transaction Network (STN), now known as the SunGard Global Network (SGN).  Mr. Ward played a significant role in SGN's growth from a start-up to becoming one of the largest global financial services networks in the world.  In addition, Mr. Ward successfully launched SunGard's business efforts in new countries and regions, including previously untapped markets in EMEA and the Pacific Rim.   Prior to SunGard, Robert worked at State Street Bank in the U.S. custody division.
 
Robert received a B.A. degree from Colby College in Waterville, Maine, and earned his MBA with distinction from Bentley College in Waltham, Mass.
 
About Merriman Capital, Inc.
Merriman Capital, Inc. ("MC") is a full service investment bank and broker-dealer providing comprehensive advisory, fund raising and M&A services for fast growing public and private companies, and equity and options executions services to sophisticated investors. Founded in 2002, Merriman has completed over 500 capital market advisory assignments and equity related financings for public and private companies. The firm is a leader in providing entrepreneurial, independent investment banking teams with a compliant, flexible and highly collegial network, the Financial Entrepreneur Platform ("FEP"). Merriman Capital also facilitates capital formation through its proprietary digital network (http://www.digitalcapitalnetwork.com - the "DCN"), a private placement marketplace that enables highly targeted, diligent and compliant execution of transactions primarily targeted toward Family Offices.
 
Merriman Capital, Inc. is the wholly owned brokerage subsidiary of Merriman Holdings, Inc. (MERR). The Digital Capital Network, Inc. is a wholly owned subsidiary of Merriman Holdings, Inc.  All securities are offered through Merriman Capital, Inc., a registered broker-dealer and member of The Financial Industry Regulatory Authority (FINRA) http://www.finra.org/ and the Securities Investor Protection Corporation (SIPC) http://www.sipc.org/.
 
Note to Investors
This press release contains certain forward-looking statements based on our current expectations, forecasts and assumptions that involve risks and uncertainties. This release does not constitute an offer to sell or a solicitation of offers to buy any securities of any entity. Forward-looking statements in this release are based on information available to us as of the date hereof. Our actual results may differ materially from those stated or implied in such forward-looking statements, due to risks and uncertainties associated with our business, which include the risk factors disclosed in our Form 10-K filed on March 31, 2015. Forward-looking statements include statements regarding our expectations, beliefs, intentions or strategies regarding the future and can be identified by forward-looking words such as "anticipate," "believe," "could," "estimate," "expect," "intend," "may," "should," and "would" or similar words. We assume no obligation to update the information included in this press release, whether as a result of new information, future events or otherwise. The Form 10-K filed on March 31, 2015, together with this press release and the financial information contained herein, are available on our website, www.merrimanco.com.  Please click on "Investor Relations."
 
 

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At Merriman:
Becky Popoff
Managing director
(415) 568-3925
[email protected]

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