Rosalie Hunter is a founder and leader of the Hunter-McCormack Group with Merrill Private Wealth Management. Rosalie directs integrated wealth strategy and service for a select group of ultra-high-net-worth individuals, multi-generational families, and institutions. She has spent her career catering to the distinctive needs of an accomplished clientele, providing her with the insight and knowledge to advance sophisticated initiatives with precision and care. A veteran advisor, Rosalie espouses a holistic approach that seeks to streamline both sides of a client’s balance sheet, while resolving the complexities that significant wealth can entail.

Rosalie has extensive experience directing strategies and offerings for ultra-affluent clients. She began her financial services career in 1987 at Kidder Peabody. Her career includes tenures with Donaldson, Lufkin, &Jenrette, and its successor, Credit Suisse, as well as the Private Bank at J.P. Morgan and Barclays Wealth and Investment Management, where she served as a Managing Director.

Rosalie earned her M.B.A. with a concentration in Finance from LaSalle University, where she was elected to the Beta Gamma Sigma Honor Society. She holds a B.A. from Ohio Wesleyan University.

Rosalie is a former trustee of Springside Chestnut Hill Academy in Philadelphia, and also served on the board of governors of Sunnybrook Golf Club in Plymouth Meeting, Pennsylvania. She and her husband Joe live in Chestnut Hill and have five children. In her free time, Rosalie enjoys running and fitness.

William McCormack is a founder and leader of the Hunter-McCormack Group with Merrill Private Wealth Management. Bill directs the team’s investment management initiatives, designing customized portfolios that seek to advance clients’ long-term objectives in keeping with their risk parameters, timeframes, and investment preferences. He advances an integrated wealth management framework, incorporating tax, estate, wealth transfer, and philanthropic considerations within his analysis in order to capitalize on potential efficiencies and pursue client goals.*

Within Merrill, Bill is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

Bill has worked in investment management since 1998. In 2001, he joined the Private Bank at J.P. Morgan, where he began to focus exclusively on the needs of ultra-high-net-worth individuals, families, and institutions. While at J.P. Morgan, he led the Mid Atlantic Investments Team overseeing portfolio construction, asset allocation and investment recommendations. Bill’s career also includes tenures with Gardner Lewis Asset Management and Barclays Wealth and Investment Management. While at Barclays, Bill served on the Tactical Asset Allocation Committee and was Co-Chair of the US Investment Representative Advisory Committee.

Bill earned his undergraduate degree from Princeton University, where he was a Garden State Scholar. He holds a master’s degree in International Affairs from Georgetown University and an M.B.A. from the University of Virginia Darden School of Business, where he concentrated in Finance and was the recipient of the Virginia High Technology Award, a merit-based full scholarship.

Bill lives in Haverford, Pennsylvania, with his wife and their three children. In his free time, he enjoys fitness, horseback riding, and raising chickens.

*Asset allocation does not ensure a profit or protect against loss in a declining market.

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

1 Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.