BALDWIN MARCOVICI GROUP

Private Wealth Advisors

BALDWIN MARCOVICI GROUP

Private Wealth Advisors
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We provide wealth management solutions and personalized attention to a limited number of wealthy individuals and families. We combine our experience and understanding of complex financial needs with the broad capabilities of a global institution to help address your goals.

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet your specialized needs with relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Advisor if you have questions about how a specialist might be able to assist you.

David Neumann

Senior Structured Credit Executive

Bank of America, N.A.

Matthew Vandenack

Private Wealth Strategist

Merrill

Michael Powers

Wealth Strategies Advisor

Bank of America, N.A.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Patrick W Baldwin

Forbes “Best-in-State Wealth Management Teams” 2023, 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Forbes "Best-in-State Wealth Advisors" 2021, 2022, 2023, 2024
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2023, 2024
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Financial Times "400 Top Financial Advisers" 2015
 Published on March 25, 2015. Rankings based on data as of June 30, 2014.

Michael R Marcovici

Forbes “Best-in-State Wealth Management Teams” 2023, 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*

Forbes "Best-in-State Wealth Advisors" 2021, 2022, 2023, 2024
Published annually Jan- April. Rankings based on data as of June 30 of prior year.

Barron's "Top 1,200 Financial Advisors: State-by-State" 2023, 2024
Published annually in February - March. Rankings based on data as of September 30 of the prior year.

Financial Times "400 Top Financial Advisers" 2015
 Published on March 25, 2015. Rankings based on data as of June 30, 2014.

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Strategies designed to help you achieve your goals

As a client of Merrill Private Wealth Management, you have access to services and resources ordinarily reserved for the world’s largest institutions. We work with individuals, families spanning multiple generations, business owners and executives. Using a goals-based wealth management approach, we put our clients at the center of every personalized strategy.

Our Approach

Our Philosophy

We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities for today, tomorrow and your long-term future. Our philosophy celebrates collaboration. Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your family. Finally, we believe that while significant wealth brings complex challenges, our experience, passion and perspectives can help you simplify your life.

Baldwin Marcovici

The Baldwin Marcovici Group is a wealth management team within Merrill Private Wealth Management.  Located in Chicago, we work with ultra-high-net-worth clients who have distinctive opportunities and complex needs; many are entrepreneurs, business owners, senior executives, and affluent families.

Established in 1993, our team leverages our own extensive experience and a robust network of Merrill specialists to advance client goals and priorities.  We exclusively work with affluent clients, intensifying our understanding of this select client base. 

We begin our client relationships by assessing the personal priorities, circumstances, investment personalities, and goals that are unique to each client. We then focus on the client’s income and lifestyle objectives as the anchor of our approach. By focusing on this parameter first, we develop a nimble wealth management strategy that allows a client to pursue his or her goals in varied economic environments. We view income preservation as a critical task of wealth management; we have deep-seated respect for the years of effort that clients have spent in building their wealth.

We recognize that wealth management encompasses more than investment management. Our team looks to help clients advance their wealth strategy on multiple fronts: trust and estate planning strategies, customized credit and lending through Bank of America, philanthropy, inter-generational education, and access to family office services. We also work with clients’ external tax and legal advisors, coordinating cohesive action that reflects the priorities and preferences of each client. We delineate customized, multi-generational strategies that enact life-long processes for building and preserving wealth. Throughout our efforts, we consider both sides of a client’s balance sheet, seeking to add value by addressing gaps and capitalizing on opportunities.

Our team develops long-term client relationships that are grounded in personalization, coordination, and a commitment to extraordinary service. We offer stability and insight, combined with a relentless desire to anticipate client needs and exceed expectations.

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what’s most important to you.

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Let's have a conversation

Your dedicated Merrill Private Wealth Management team is ready to help you pursue what’s most important to you.

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Our Vision

For clients of substantial means, Merrill Private Wealth Management provides an experience that is both powerful and personal. We are dedicated to helping you pursue your goals for today while developing an approach designed to support your family members for the years to come.

Your private wealth advisor and team of specialists work with a limited number of clients, enabling them to focus their time, training and passion on helping you simplify your personal and business finances and prepare your next generation.

Boutique-like service with the access to the investment resources of Merrill and banking convenience of Bank of America

We combine the personalized attention and feel of a smaller firm with the power and insights of a global financial institution, creating financial strategies tailored to your unique situation.

A relentless commitment to transparency and customized strategies

As our client, know we are working in your best interests, providing goals-based financial strategies designed to anticipate and help meet your evolving financial needs.