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New Canaan Wealth Management Group

Private Wealth Advisors
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Your life is about more than investments. It’s about your business, your family and your legacy across generations. We work with a limited number of individuals and families, offering highly personalized, boutique-like services and goals-based wealth management strategies for your financial life.

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.

Linus G Cooke

Linus G Cooke,

Managing Director

Senior Financial Advisor

Craig V Somerby

Craig V Somerby,

Senior Vice President

Senior Financial Advisor

Timothy H Orr

Timothy H Orr,

Senior Vice President

Wealth Management Advisor

Robert D Guere

Robert D Guere,

Senior Vice President

Senior Financial Advisor

Kenneth A Southworth

Kenneth A Southworth

First Vice President

Senior Financial Advisor

Matthew Heisler

Matthew Heisler,

First Vice President

Resident Director

Stephen G Mackenzie

Stephen G Mackenzie,

Vice President

Senior Financial Advisor

Robert  Gryboski

Robert Gryboski

Senior Financial Advisor

Brian E Keefe

Brian E Keefe,

Senior Wealth Planner

Maria R Frattaroli

Maria R Frattaroli

Registered Senior Wealth Management Client Associate

Dawn C Bolling

Dawn C Bolling

Registered Senior Wealth Management Client Associate

Laura A Jagoe

Laura A Jagoe

Wealth Management Associate

Daniel P Jensen

Daniel P Jensen,

Registered Wealth Management Client Associate



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.

Linus G Cooke

Barron’s Top 1,200 Financial Advisors in 2017 - 2020

Craig V Somerby

Forbes “Best-in-State Wealth Advisors”  2018, 2019, 2021

Timothy H Orr

Forbes “Best-in-State Wealth Advisors”  2020

Solutions 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

New Canaan Wealth Management

Our team maintains a strong network of clients, colleagues, friends and advisors. By drawing heavily on the parallel processing power of this network, we strive to improve the quality of our decision making. The strength of this network is our most valuable investment advantage.

We are an 18-person wealth management advisory team with over 418 years of combined industry experience located in New Canaan, Connecticut. We serve affluent and ultra-affluent clients throughout the United States. Clients are drawn to our group because of our experience, knowledge, and responsiveness. We maintain strong, long-term relationships with clients who appreciate our analytical investment approach and high level of personalized client service.

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.

Clients We Serve

Today’s accomplished investor needs more than information. It takes the assistance of wealth management professionals with the experience and acumen to put that information into context. We serve the complex wealth management and investment needs of a limited number of executives and entrepreneurs in the consumer products, media, information technology, and real estate industries as well as private equity and hedge fund principals, among others.

Investment Process

Our team maintains a strong network of clients, colleagues, friends and advisors.  We gain valuable insight and idea flow from this group.  By drawing heavily on the parallel processing power of this network, we strive to improve the quality of our decision making.  The strength of this network is our most valuable investment advantage. 

We work closely with clients to define their long-term financial goals and manage their wealth with purpose over generations.  Our approach represents the marriage of personalized investment management and ongoing financial strategy. We believe that investment decisions can only be made in the context of specific, time-bound and consumption-oriented goals. 

We believe the best way to preserve and grow wealth is through a strict discipline that encompasses good research and oversight.  Our investment process is driven by a capital-needs analysis and a dynamic and informed view of the business cycle.  We emphasize a value investment discipline and maintain a contrarian mindset when constructing portfolios.  Our goal is to maximize portfolio returns over a full market cycle, while maintaining a focus on preservation of capital and minimizing downside risk. We take a long-term approach to investing with the goal of compounding wealth over years.


We seek to streamline, organize, and coordinate clients’ day-to-day financial lives.

We go beyond investment management to deliver access to services and strategies including: 
  • Asset allocation and portfolio modeling
  • Family wealth and next generation planning strategies
  • Trust and estate planning strategies
  • Private banking, including customized credit and lending through Bank of America, N.A.
  • Concentrated and restricted stock management

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 approach 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.

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 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.

New Canaan Wealth Management Group

Private Wealth Advisors