Advisor at Weitz Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Weitz Investment Management, Inc.
Location
Omaha, NE 68131-3312
Credentials
Series 63, Series 65
Industry experience
18 years
Giuseppe Merlo is a financial advisor at Weitz Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lord Abbett and Millington Securities. Outside of his advisory role, he serves as an uncompensated board advisor for a non-investment beverage company. Weitz Investment Management primarily provides discretionary investment management to pooled vehicles and institutional separate accounts, including mutual funds and ETFs. The firm manages equity and fixed-income strategies with a focus on quality businesses and specified duration profiles, serving high-net-worth individuals, trusts, charitable organizations, and businesses.
Based on Weitz Investment Management, Inc.
$0 - $35,000,000: 0.60% $35,000,000 - $50,000,000: 0.50% $50,000,000 - > $50,000,000: 0.40%
Account minimum: $10,000,000
3555 Farnam Street, Suite 800
Omaha, NE 68131-3312
Nebraska
Weitz Securities, Inc.
2020 - Present (6 years)
UnEmployed
2020 - 2020 (1 year)
Millington Securities, Inc.
2018 - 2020 (2 years)
Wbi Investments, Inc.
2018 - 2020 (2 years)
UnEmployed
2017 - 2018 (1 year)
Lord Abbett
2010 - 2017 (7 years)
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Is active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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