Profile
Ms. Elise Stern is a Managing Director at Merriman Capital, Inc. Prior to joining Merriman Capital in May 2003, she worked at Indianapolis, where she was most recently the President of IM Ventures, a division of Ice Miller, the citys largest law firm.
IM Ventures provided financial services to corporate clients including raising capital for early stage companies, due diligence and evaluating and monitoring of private equity investments.
Prior to IM Ventures, Ms. Stern was a victim of the dot-com bubble, having joined two startups, Citiquest.com and iProperty.com as VP of strategic business development and VP of organizational development, respectively.
While both companies were dissolved, her entrepreneurial spirit was not.
Before that, Ms. Stern was with Merrill Lynch, in their Carmel, Indiana office as a financial consultant specializing in wealth management for significantly high net worth investors.
Prior to life in Indiana, Ms. Stern held various positions in financial services in both San Francisco and New York, including roles such as Vice President, Institutional Sales for Montgomery Securities; Head of Mabon Securities West Coast Office and Head of Corporate and Venture Services at Volpe Brown Whelan.
Ms. Stern was graduated from Franklin and Marshall College in Lancaster, PA, and she received her M.B.A.
from Fordham University in New York City.
Former positions of Elise Stern
| Companies | Position | End |
|---|---|---|
Merriman Capital, Inc.
 Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Corporate Officer/Principal | 2008-12-31 |
Iproperty.com
 Iproperty.com Internet Software/ServicesTechnology Services Iproperty.com operates a multiple listing system for realtors. | Corporate Officer/Principal | - |
Training of Elise Stern
| Fordham University | Masters Business Admin |
| Franklin & Marshall College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Merriman Capital, Inc.
Merriman Capital, Inc. Investment Banks/BrokersFinance Founded in 1986, Merriman Capital, Inc. is an SEC-registered broker/dealer and investment banking firm headquartered in San Francisco. The firm is a subsidiary of Merriman Holdings, Inc. (NASDAQ: MERR), a financial services firm that focuses on fast-growing companies and their institutional investors. Merriman provides advisory and investment banking, equity research, institutional services, corporate services and venture services primarily to corporate clients. Merriman Capital provides research, brokerage and trading services primarily to institutional clients. The firm offers a full range of specialized and integrated services including: equity research, specialized trade execution, equity capital markets, corporate finance, mergers and acquisitions, sales and trading, market making, corporate and venture services, restructurings and strategic advisory services. Merriman Capital employs bottom-up, fundamental analysis of small-cap companies in select industries including clean technology, healthcare, technology and consumer/Internet/media. The firm also has expertise in emerging markets, with emphasis on emerging markets in China. Merriman Capital is known to engage in shareholder activist investment strategies. Merriman Capital is a member of the NASD, the SIPC and FINRA. The firm serves as an introducing broker/dealer for Pershing LLC. They do not hold or maintain funds or securities or provide clearing services for other broker/dealers. | Finance |
Iproperty.com
Iproperty.com Internet Software/ServicesTechnology Services Iproperty.com operates a multiple listing system for realtors. | Technology Services |
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