Neil S. Kishter is the founder and leader of the Kishter Group within Merrill Private Wealth Management. Neil works closely with business owners, entrepreneurs, senior executives, and multi-generational families to develop tailored wealth management strategies that reflect their immediate needs and long-term goals. Neil is the group’s primary client liaison and directs overall strategy for the team, as well as portfolio management and investment manager evaluation.
In the March 2020 edition of Barron’s, Neil appeared on the Top 1,200 Advisors in America for the fourth time since 2016. He was also named to Forbes "Best-in-State Wealth Advisors" list in 2019 and 2020.
He has over two decades of experience in wealth management. Most recently, he was a Senior Vice President at UBS, where he led a wealth management team that catered to ultra-affluent clients. Neil and his team moved to Merrill in 2014.
Neil earned his B.S. in Marketing from the University of Maryland, College Park. He is a specially qualified Senior 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. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of clients working with other Merrill advisors.
Neil is heavily involved in the greater Washington D.C. community. He previously served on the Board of Directors for both the University of Maryland Medical Center and the Suburban Hospital. He was previously board member for Most Valuable Kids, a community outreach program for underserved children. Neil is an active supporter of the Leukemia and Lymphoma Society and a former board member of the American Cancer Society and St. Joseph’s Hospital.
*Source: The Barron's "Top 1,200 Financial Advisors" list, March 13, 2020. For more information about the selection criteria, go to http://details-he.re/kpyVu9 . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
**Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
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