Jeff is the founding partner of The Erdmann Group, a distinguished wealth management team based in Greenwich, Connecticut.  He began his Merrill career in 1984 and has garnered national recognition as a leading financial advisor.  He is the only advisor to have been named #1 on Forbes “America’s Top Wealth Advisors’ list for eight years running – 2016-2023 (Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year).  Barron’s has recognized Jeff as one of America’s Top 100 Financial Advisors from 2004-2023 and the top advisor from Merrill on the list from 2009-2023 (Published annually Mar – April. Rankings based on data as of December 31 of prior year).  In addition,  honored Jeff with the esteemed Bank of America Corporation's David Brady Award in 2017, recognized for client focus, philanthropy and overall commitment to his company and community.  In 2019, The Erdmann Group was ranked #1 Private Wealth Group by Barron’s Magazine and has remained in the Top 10 since (Published annually in April. Rankings based on data as of December 31 of prior year).

Drawing on his extensive experience, Jeff develops personalized strategies to address the complex needs of families with substantial wealth.  The Erdmann Group's approach, which serves many founders, corporate executives, and entrepreneurs, is holistic in nature, addressing many of the needs and questions that a multi-generational family of wealth must consider.  Jeff dedicates significant time within Merrill to run an elite training program and has coached thousands of advisor teams to create a better client experience.  He has also been a keynote speaker for Forbes and Barron’s for the last two decades.

Jeff holds an Economics and Business degree from Ohio Wesleyan University, and was awarded the Distinguished Achievement Citation from his alma mater for his contributions to the field of economics.  He, his wife Barbara, and three sons are actively philanthropic, dedicating significant time in particular to Open Doors, a homeless services organization in Norwalk, Connecticut, where they reside, and where Jeff is the Chairman of the Board of Directors.  He also co-founded, along with his son Will, an summer enrichment program called The Lost Boys, which supports school aged children of African descent.  Jeff is also a past trustee for New Canaan Country School, the Maritime Aquarium, Network for Teaching Entrepreneurship, and the Philadelphia Relief Foundation. 

*Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the
terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award
that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment
Management who continue to emulate David’s ethos.

*Source: The Forbes “America’s Top Wealth Advisors” list, published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30
of current year.

Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on inperson,
virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Barron’s “Top 100 Financial Advisors” list, published annually Mar – April. Rankings based on data as of December 31 of prior year.

The Barron’s “Top 100 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors.

*Source: Financial Times “400 Top Financial Advisers” list, published on March 30, 2017. Rankings based on data as of June 30, 2016.

The Financial Times “400 Top Financial Advisers” (FT 400) is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

*Source: The Barron’s “Top 100 Private Wealth Management Teams” list, published annually in April. Rankings based on data as of
December 31 of prior year.

The Barron’s “Top 100 Private Wealth Management Teams” list is a ranking of wealth management teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The Barron’s “Top 100 Private Wealth Management Teams” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

Rob Giannetti is a Managing Director, Private Wealth Advisor of The Erdmann Group – Erdmann, Giannetti, Brookfield, Carpentieri, where he has been a partner since 2001.  His dedication to advising families of significant wealth is driven by a personal relationship that informs a highly customized strategy.  This has afforded him national recognition by both Barron’s on the ‘Top 1,200 US Financial Advisors” list since 2017(Published annually in February-March. Rankings based on data as of September 30 of prior year) and Forbes “Best In State’ Wealth Advisors” list since 2018 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).  In 2023, Forbes ranked Rob #7 on the “Best In State Wealth Advisors” list (Published on April 7, 2023. Rankings based on data as of June 30, 2022).

Prior to joining Merrill, Rob spent over six years on Wall Street, starting in research and moving into the role of Portfolio Manager reporting to the Chief Investment Officer at Bank of New York, which informed much of his philosophy to this day.  He is steeped in diverse markets across multiple asset classes, recognizing the importance of capital preservation and downside risk reduction, particularly given how closely he works with so many multi-generational families. 

Rob also stewards the overall team portfolio strategy, helping develop the next generation of thinkers and leaders for The Erdmann Group as well.

Rob earned his Bachelor’s degree in Finance, with a minor in Economics from Fordham University.  He also holds the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments and Wealth Institute™ at the Wharton School.

Rob, and his wife Carey, enjoy time with their three children, Luke, Lucia, and Liam, at their home in Greenwich, Connecticut.  As a family, they are actively involved in their community, dedicating time and energy supporting United Way; most recently leading a youth fundraising initiative.  Rob’s enthusiasm personally is sports-focused, having actively volunteered and coached a number of teams over the last decade, with young kids as the primary beneficiary of his care and motivation.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in February-March. Rankings based on data as of September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.


**Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Mark Brookfield is a managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group within Merrill Private Wealth Management. Mark began his Merrill career in 2001, joined the Erdmann Group in 2004, and has received recognition throughout his career as a leading financial advisor. Mark holds a CERTIFIED FINANCIAL PLANNER certification, awarded by the Certified Financial Planner Board of Standards, Inc.  Recently, Forbes Magazine ranked Mark #13 Best-In-State Wealth Advisors in 2022 (Published on April 7, 2022. Rankings based on data as of June 30, 2021). 

Mark advises senior executives of Fortune 500 companies, business owners, entrepreneurs, and ultra-affluent families on multiple facets of their financial lives. He works to deploy wealth more effectively and thoughtfully to help clients advance their personal, professional, and philanthropic objectives. Further, Mark examines both sides of a client’s balance sheet to identify gaps and capitalize on opportunities for more efficient deployment of capital. Mark values the client relationships that he has sustained over many years and is privileged to serve a very dynamic and accomplished client base.

Drawing on the resources of Merrill Private Wealth Management, Mark is skilled in a range of offerings, including estate planning services, inter-generational wealth transfer, concentrated stock strategies, and cash-flow modeling. He is also responsible for overseeing the Erdmann Group’s fixed-income portfolios. Mark recognizes the importance of capital preservation to ultra-affluent clients, sensitive to the sacrifices they have made in attaining their wealth. He looks to bring the expansive abilities of Merrill to clients in a warm and personalized manner.

He earned his bachelor’s degree in Economics and Political Science from the University of Connecticut. Mark lives in New Canaan, with his wife, Christine, and two daughters, Grace and Morgan.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.