Merrick Okamoto

Before his work with TradePortal and Viking Asset Management, Merrick founded First Stage Capital, Inc. in 1995, a company specializing in investment banking and consulting for both public and private entities. During his tenure at First Stage, Merrick was involved in several successful ventures that solidified his reputation as a strategic thinker and key player in the financial industry. His deep knowledge of the securities market, combined with his entrepreneurial spirit, allowed him to assist companies in securing capital and navigating complex financial transactions.

Merrick’s career began in the securities industry, where he gained extensive experience working with renowned firms such as Shearson Lehman Brothers, Prudential Securities, and Paine Webber from 1983 to 1994. His experience in these firms gave him a strong foundation in technical market analysis and short-term trading strategies. Recognized as an advanced trader, Merrick has been a frequent speaker at national trading venues, sharing his expertise and insights on market movements and trading techniques. From 1987 to 1990, he also created and hosted a television program called The Income Report in Los Angeles, which further established his credibility as a financial expert. He has made appearances on prominent platforms like CNN and The MacNeil-Lehrer Report, showcasing his thought leadership in the financial sector.

Merrick’s leadership extends beyond his business ventures. In addition to his role at Viking Asset Management, he has served as a director for Optex Systems Holdings, Inc., a publicly traded company that specializes in optical sighting systems for defense applications. His involvement with Optex reflects his broad expertise, ranging from technical innovation to strategic leadership in both the private and public sectors.

Throughout his career, Merrick Okamoto has demonstrated a deep understanding of financial markets, technology, and investment strategies, which has earned him a reputation as a key influencer in the world of investment management. His ability to build and grow successful businesses, combined with his extensive experience in trading and market analysis, has made him a sought-after advisor and a respected leader in the financial industry.

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