Private Executive Services

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We provide customized services supported by the broad capabilities of a global institution. Working with a limited number of wealthy clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.

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.

Andrew P Kraus

Andrew P Kraus,

Managing Director

Private Wealth Advisor

212.236.5040
Robert J McGinty

Robert J McGinty

Managing Director

Private Wealth Advisor

212.236.1589
Jeffrey M Bryan

Jeffrey M Bryan,

Managing Director

Private Wealth Advisor

212.236.7207
Brian E Raphalian

Brian E Raphalian

Managing Director

Private Wealth Advisor

212.236.1635
Christopher J Allora

Christopher J Allora,

Managing Director

Private Wealth Advisor

212.236.3996
Michael D Paradise

Michael D Paradise

Senior Vice President

Private Wealth Advisor

212.236.5644
Eric A Schwartz

Eric A Schwartz

Senior Vice President

Private Wealth Advisor

212.236.1088
Rachel  Roberts

Rachel Roberts,

Vice President

Private Wealth Relationship Manager

212.236.9149
Kevin  Riley

Kevin Riley,

Assistant Vice President

Private Wealth Analyst Relationship Management

212.236.5165
Christopher T Crane

Christopher T Crane,

Assistant Vice President

Private Wealth Analyst Relationship Management

212.236.9157
Hailey  Rocchio

Hailey Rocchio

Registered Private Wealth Associate

212.236.6578
Jilian M Rodriguez - Montano

Jilian M Rodriguez - Montano

Senior Private Wealth Associate

212.236.5205
Lisa M Sze

Lisa M Sze

Senior Private Wealth Associate

212.236.1086
Elizabeth  Bossin

Elizabeth Bossin,

Assistant Vice President

Registered Private Wealth Associate

212.236.1085
Beryl  Moyo

Beryl Moyo

Private Wealth Associate

James J Laurenzi

James J Laurenzi

Client Associate

212.236.5198
John  Morcos

John Morcos

Analyst

212.236.5292
Toni A Joergens

Toni A Joergens

Registered Private Wealth Associate

212.236.7197
Lauren  Carrozzo

Lauren Carrozzo

Private Wealth Associate

212.236.1637
Viodenny  Rosa

Viodenny Rosa,

Assistant Vice President

Private Wealth Analyst Business Management

212.236.4686
Noel  Bigman

Noel Bigman,

Assistant Vice President

Private Wealth Analyst Business Management

212.236.1106

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.

Andrew P Kraus

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

Barron’s America’s Top 1,200 Financial Advisors:State-by-State 2009-2018

Financial Times –“Top 400 Financial Advisers”  2013, 2014, 2017 and 2018

Wealth Management “Top 100 Wirehouse Advisors in 2011, 2013, 2014 and 2015

Jeffrey M Bryan

Forbes “Best-in-State Wealth Advisors”  2019

Financial Times –“Top 400 Financial Advisers”  2013, 2014, 2018, and 2019

On Wall Street –“Top 40 Under 40”  2009 - 2011

Robert J McGinty

Forbes “Best-in-State Wealth Advisors”  2019

Barron’s Top 1,200 Financial Advisors in 2019

Financial Times –“Top 400 Financial Advisers”  2013, 2014, and 2018.

Wealth Management “Top 100 Wirehouse Advisors in 2011, 2013, 2014, 2015, and 2016

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

The Private Executive Services (PES) Team

Cohesive and Long-Tenured Leadership
Founded in 1993, the team's senior members have spent their entire wealth management careers at Merrill. We intentionally built our business as a team and enjoy managing it collaboratively.

Working within Merrill uniquely allows us to provide our clients with both the premier service of a boutique and the intellectual capital and resources of a global financial services firm.

Collaborative Team Structure
We assign each client a cohesive coverage team, which includes advisors, analysts and associates who focus on relationship management, investment strategy, wealth management planning, banking strategies through Bank of America, and administrative support.

We have separated our members into two internal teams - Relationship Management and Investment Strategy. This team approach allows us to emphasize our respective strengths and areas of focus and offer dedicated, pointed advice. Working within this structure, we leverage our collective proficiencies to help our clients effectively manage every financial aspect of their lives and ultimately reach their goals.

Comprehensive Relationship Management

Collectively, our Relationship Management team develops intimate knowledge of clients and families to help you fulfill daily needs, articulate and pursue your goals, and ultimately feel comfortable about your financial positioning.

  • We aim to help you discuss and define your family’s values in the context of responsibly stewarding wealth across generations.
  • We offer goals-based advice and guidance with an application of behavioral finance and a consideration for your entire financial picture, including trusts and estates, philanthropic vehicles and tax implications.
  • We help our clients determine appropriate asset allocation positioning and we monitor liquidity and cash flow needs to match clients' respective risk tolerances and preferences.
  • We provide robust materials for every client meeting, including clear and detailed performance reporting, as well as consolidated balance sheet and asset allocation reporting on all your financial assets, including non-Merrill asset data when provided.
  • At your discretion, we work with your other advisors – accountants, estate attorneys, trustees, philanthropic advisors - to coordinate efficient wealth planning strategies and share information when appropriate.
  • Among other daily administrative tasks, we will help you manage wire transfers, credit cards and checks. We work with Bank of America to diligently help keep your accounts secure from fraud, and are happy to sit with you in person to help you set up features like online banking and web bill pay.
  • We are diligent in providing detailed notes after each of our meetings and calls so that actionable items are executed promptly and client goals and preferences are well-documented.
  • As a team, we meet regularly to discuss how we can improve the exceptional service we seek to provide and how new products and technologies offered by the firm may benefit our clients.

Our Investment Strategy Team

Our Investment Strategy team consists of Private Wealth Advisors and Private Wealth Analysts who work together to ensure that our team has well-informed perspectives on market trends, economic indicators and the most current wealth management philosophies and strategies.

  • Our clients' portfolios are built with bespoke strategies in the equity, fixed income and alternative investment arenas.
  • We construct custom investment strategies and asset allocations based on a goals-oriented framework, leveraging the firm's capital market return expectations and always consider client preferences.
  • One of our Private Wealth Advisors has career-long experience in and focuses exclusively on the fixed income space.
  • We evaluate Merrill-approved managers using proprietary quantitative and qualitative screens, we study our current and prospective managers' philosophies, research, methodology and decision-making process and conduct over 75 review meetings each year to assess their performance and adherence to their stated mandates.
  • We manage risk through diversification across and within asset classes and monitor investments on a periodic basis to help ensure adherence with our mandates and discuss changes, including disciplined rebalancing, when needed.
  • We monitor and consider investment fees and tax implications when recommending strategies or changes, and communicate these components with our clients on a regular basis.
  • We gather for weekly meetings to discuss the changing economic enviornment and relevant research. We take research and reports from multiple sources to write a weekly email that we distribute to all of our team members and most of our client base (upon request).
*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.

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.

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.

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.

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.

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.

Private Executive Services