Moeder Salvino & Associates

Private Wealth Advisors
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Hear how Alyssa Moeder and team invest the time to get to know their clients and what’s important to them to help ensure the advice they give truly makes the biggest impact in their lives. 

Meet the Team

The private wealth advisors with Merrill Private Wealth Management are rigorously trained to help meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Alyssa C Moeder

Alyssa C Moeder,

Managing Director

Private Wealth Advisor

212.418.2887
Richard R Salvino

Richard R Salvino

Managing Director

Private Wealth Advisor

212.418.2888
Matthew R Saland

Matthew R Saland,

Senior Vice President

Sr. Private Wealth Relationship Manager

212.418.2883
Lilia  Shemesh

Lilia Shemesh,

Vice President

Private Wealth Relationship Manager

212.418.2882
Gene T Ritter

Gene T Ritter,

Vice President

Private Wealth Analyst Relationship Management

212.418.2886
Kristyn Marie Mangione

Kristyn Marie Mangione

Registered Private Wealth Associate

212.418.2885
Rachel  Marasco

Rachel Marasco

Private Wealth Associate

212.418.2884

Additional Resources

John Grassia

John Grassia

Sr Structured Credit Exec-R

Louis P Giambertone

Louis P Giambertone

Insurance Specialist

Peter C Bernard

Peter C Bernard

Trust Specialist

Recognition

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

Alyssa C Moeder

Forbes “Best-in-State Wealth Advisors”  in 2018 and 2019.

Forbes’ “America’s Top Women Wealth Advisors” in 2017 and 2018.

Barron’s Top 1,200 Financial Advisors in 2014 - 2019.

Barron’s “Top 100 Women Financial Advisors” in 2007 - 2018.

Working Mother/SHOOK Research’s Top Wealth Adviser Moms in Object reference not set to an instance of an object.

Richard R Salvino

Financial Times –“Top 400 Financial Advisers”  in 2014 - 2016.

Barron’s America’s Top 1,200 Financial Advisors:State-by-State in 2015, 2018-2019

Forbes “Best-in-State Wealth Advisors”  2018 and 2019.

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

A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of wealthy 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, help you monitor it and 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 we 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.

Moeder Salvino & Associates

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We provide customized wealth management strategies to a select group of ultra-high-net-worth individuals and institutions in the United States and abroad. Our clients value our global viewpoint, personalized perspective and strategic approach and have entrusted us with more than $5B in assets as of August 2019.

We place tremendous value on client satisfaction and demonstrate that commitment through attentive service and dedicated professionalism.  


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Investment News: Excellence in Diversity and Inclusion Award


Alyssa Moeder believes that even small things can make a big impact when it comes to Diversity and Inclusion.

Click here to read the full article 

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.

Our Investment Approach

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We believe in educating our clients on their various financial options so they can make informed decisions about managing, conserving and enhancing their wealth.



Our investment approach includes:

•Designing efficient portfolios that maximize return for a given level of risk.

•Monitoring risk through a range of measures including volatility, downside volatility, value-at-risk, peak-to-trough drawdown, downside market capture and scenario analysis.

•Maximizing after-tax returns through strategic asset allocation, tactical overlay and manager selection.

•Promoting diversification across size, style, geography, manager and asset class.

•Examining upcoming economic themes, macro market movements, and correlation statistics to enhance portfolio performance.

•Considering hedge funds and private equity as potential portfolio components.

•Re-evaluating the portfolio regularly in order to identify gaps and rebalance allocations.
 



*Some or all alternative investments may not be suitable 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.

Our Services

Our committment to excellence in client service and our on-going efforts to enhance the lives of our clients are a hallmark of our practice.

Our holistic approach goes beyond traditional banking and investments to help clients with what matters most to them and their families including:

       • Wealth Transfer and Estate Planning Strategies
       • Philanthropic Services
       • Next Generation Education and Family Meetings
       • Asset management
       • Capital Markets
       • Banking and Lending Solutions
         (i.e. Cash Management, Securities Based
          Lending, Home, Yacht and Art Financing)
       • Alternative Investments            
       • Concentrated and Restricted Stock Strategies
       • Investment and Commercial Banking

We work closely with all of your advisors, including tax and legal, so we can more effectively assist you in attainting your goals.




*Banking products and services provided by Bank of America, N.A.
*Some or all alternative investments may not be suitable 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.

Corporate Executives

We understand the complexities that come with your executive position and the extreme demands on your time. We can help you develop a customized strategy that your wealth and compensation require. We can help you manage the risk of your concentrated stock position while navigating complex SEC rules, trading restrictions and reporting requirements. If you’ve just been promoted and would like help evaluating your new compensation plan, or if you’re looking to develop a long-term financial strategy for you and your family – designed to enable you to live life as you want it, with reliable access to cash – we can help simplify your financial life, as well as develop new strategies as your career and goals evolve.

Foundations and Endowments

An investment portfolio tailored to your needs is crucial to advancing your organization’s mission and carrying on its important work. We have extensive experience working with endowments and foundations and have a keen understanding of the requirements and responsibilities of board and committee members for investment management and financial oversight. The portfolios we construct are carefully designed to promote stability, efficiency and growth, and to perform effectively under a variety of market conditions. We also offer advice on board governance and reporting, and help in meeting regulatory and operating challenges. We provide access to the customized services your organization needs with discretion and skill.

Intergenerational Family Wealth

Managing your family’s wealth across multiple generations goes beyond protecting and preserving assets, tax minimization strategies and designating heirs. Your goals also likely include passing on values and helping the next generation become effective stewards of wealth. Merrill Private Wealth Management helps a select group of families with personalized wealth transfer strategies, family wealth education and developing and implementing philanthropic visions. In working with you to create strategies that reflect your family’s intentions and help ensure your assets are distributed according to your wishes, we proceed in a manner that recognizes the complexities of your life challenges and the unique nature of your goals. Our extensive experience working with other families of significant wealth enables us to see and share best practices to help you achieve them.

Private Equity and Hedge Fund Principals

Your investment expertise as a hedge fund or private equity principal has likely resulted in substantial personal wealth. We have experience working with a select group of individuals in your industry. Drawing on our extensive capabilities and the broad resources of a global institution, we work to help you coordinate, manage and preserve your successes. We offer strategies aimed at simplifying the complexities of your financial life, including wealth transfer advice and guidance from Merrill and access to the banking convenience of Bank of America for your banking, lending and trust needs. We also provide access to Bank of America for your working capital needs in support of the day to day needs of your business.

Family Offices

As private wealth advisors with Merrill Private Wealth Management, we work with prominent families to help them manage the ongoing complexities of their wealth. Our deep experience with family offices enables us to tailor a range of services to help meet your specific needs. We can provide access to strategies ranging from investment and wealth management to governance, asset custody and administration, as well as assisting in the financial education of younger family members. In working with you to create and implement plans reflecting your specific intentions, our goal is to help your family enterprise succeed, and that your knowledge and values are passed along to the next generation. Together, we will focus on strategies that recognize the unique nature of your family’s mission, history and goals.

Women

As a woman of wealth, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges—for example, planning for the statistical probability of outliving a spouse—managing your wealth means avoiding preconceived assumptions while gaining a full understanding of who you are as an investor and what you want to achieve for your career, your family and your legacy. Merrill Private Wealth Management works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We strive to get to know our clients on a personal level so we can offer boutique-like services and the resources of a global firm to create strategies specifically for their life and needs.

International capabilities

For individuals and families with multinational wealth, Merrill Private Wealth Management offers access to a combination of personalized service and the broad resources of an enterprise as global as your financial needs. Working with a select number of clients, we take the time to get to know your specific objectives, with cultural sensitivity and understanding that comes from serving people from a range of backgrounds and nationalities. Then, with access to the investment insights and U.S. based investment platform of Merrill and banking convenience of Bank of America, we offer customized strategies designed specifically for your life and legacy.

Entertainment Industry Professionals

As rewarding as success in the entertainment industry can be, income is often cyclical and careers can be subject to swift change. Managing your wealth requires a disciplined, knowledgeable and experienced approach to help ensure you are able to live as you want, with strategies for helping manage risk and providing for your future. Merrill Private Wealth Management provides personalized, boutique-like service to a select group of successful entertainment professionals. Drawing on the extensive capabilities of a global institution, we offer strategies aimed at simplifying the complexities of your financial life and building the legacy you envision.

Company Founders, Private Business Owners & Entrepreneurs

When you have built your own business, your personal finances and the life of your company are closely intertwined. You may be thinking about how to invest in your company’s growth while also deciding how best to use your personal assets. Helping ensure the future of your business likely involves employee benefits, retirement plans and succession planning. Helping secure your family’s legacy could entail wealth transfer strategies, trusts and philanthropy. Whatever your specific needs, we at Merrill Private Wealth Management can help entrepreneurs and business owners balance their personal financial lives with their life’s work. We are dedicated in providing the experience and resources to help support your ongoing success.

Let's have a conversation

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

Our Vision

For clients of substantial wealth, 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 a wealth strategy designed to support your family members for the years to come.

A trusted one-on-one relationship
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 as stewards of wealth.

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 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.

Moeder Salvino & Associates