Mr. Andjelkovic focuses on asset management, structured and alternative asset classes as well as trust and estate planning services. He works with senior executives of public and private companies, family offices and high net worth individuals. Furthermore, he assists investment committees of foundations and non-profit organizations with tactical and strategic asset allocation, investment manager selections, customized planning and consulting services.
Prior to joining Merrill in 2002, he was a Vice President at JP Morgan Private Bank advising ultra-affluent families in the New York metropolitan area. In addition, he was a member of the Restricted Stock Management team providing regulatory and procedural guidance on the sales of control and restricted securities, share-repurchase programs, shelf registration statements and prospectus-delivery sales within and outside of the U.S.
Before JP Morgan, Voja worked in the Private Client Services department at Goldman Sachs in New York. A native of Serbia, Voja holds a BA in Economics from Whitman College and was a Chicago Business Fellow at The University of Chicago Graduate School of Business. He serves on the Board of Overseers and investment committee of Whitman College.
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Asset Allocation does not ensure a profit or protect against loss in declining markets.
Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
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