POPERA, OVERHOLT & HOLLAND GROUP

Private Wealth Advisors
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My colleagues and I provide highly customized services to a select group of individuals and families with significant wealth. We are deeply committed to offering personalized attention and strategies aligned to your unique financial goals, helping to simplify your life now and for the years to come.

Meet the Team

The private wealth advisors with Merrill Lynch’s Private Banking and Investment Group are rigorously trained to meet the specialized needs of individuals and families of wealth. We build relationships based on trust and personalized service.

Gregory B Popera

Gregory B Popera

Managing Director

Private Wealth Advisor

703.734.8194
Kent W Overholt

Kent W Overholt

Senior Vice President

Private Wealth Advisor

703.734.8190
Richard W Holland

Richard W Holland

Senior Vice President

Private Wealth Advisor

703.734.8066
Sonja  Faison

Sonja Faison

Private Wealth Manager

703.734.8186
Kathryn  Stegmann

Kathryn Stegmann

Private Wealth Analyst Investments

703.734.8054
Elaine  Williams

Elaine Williams

Senior Private Wealth Associate

703.734.8023
Tori S Lanzit

Tori S Lanzit

Senior Private Wealth Associate

703.748.6317

Partners and Specialists

Mindy S Fang

Mindy S Fang

Sr Structured Credit Exec-R

Strategies designed to help you achieve your goals

As a client of the Private Banking and Investment Group at Merrill Lynch, 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 Lynch’s Private Banking and Investment Group 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 its success and update your strategy as needed. We are committed to providing you access to the investment insights of Merrill Lynch 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.

Building Long-term Relationships for Managing Substantial Wealth

Since 1995, the Popera, Overholt & Holland (PO&H) Group has been offering sophisticated wealth management advice and guidance to a limited number of entrepreneurs, corporate executives and their families. Based in Tyson's Corner, Virginia, we have more than 75 years of collective experience advising ultra-high-net-worth families around the country on how to preserve, grow and pass on their wealth to the next generation.

Managing wealth requires perspective. Our most important job is to clearly understand your values and priorities as they relate to your lifestyle, family and dreams. That's why we begin our collaborative process by exploring your unique situation and getting a big-picture view of your wealth and the goals you have for your financial life.

We believe our value to you, however, reaches well beyond investment strategies. It extends to the customized services and strategies we can offer to help address the many aspects of your financial life. We are committed to offering clients the attentive, responsive and professional service expected from a boutique-like team, along with the intellectual capital and vast competencies of one of the finest global financial services companies.


"As we look to the future together, our goal is to continue to offer customized wealth management strategies and a high level of service to you and your family throughout your lifetimes."

Greg Popera
Managing Director
Private Wealth Advisor
Portfolio Advisor

Building Collaborative, Long-Term Relationships

We use our experience and resources to offer lifetime financial organization, discipline and guidance to ultra-high-net-worth families with complex financial needs. Clients are extremely busy, and our goal is to help them streamline their financial lives so they have the freedom to focus on activities that are most important to them—family, business, travel and philanthropic pursuits.

We use our individual strengths and abilities to create a deep knowledge base that we apply to each client relationship. We believe one of the most valuable services we offer prospective clients who are considering selling their company is our experience working with dozens of families who have gone through a similar life-changing process.


"The structure of our team allows us to work together cohesively and seamlessly. We use our individual strengths and abilities to create a deep knowledge base that we apply to building collaborative, long-term relationships with entrepreneurs, corporate executives and their families."

Richard Holland, CRPC®
Senior Vice President
Private Wealth Advisor

Customized Wealth Management Strategies

Our approach is strongly influenced by understanding clients' specific personal and family goals. When designing individualized strategies, we first determine your liquidity needs, time horizon and tolerance for risk. We also advise and guide families who have recently sold or are considering selling their business—or are retiring from an executive position at a major corporation—to identify potential "recurring nonrecurring" expenses. These are major, significant and specific expenses that you may only experience once in a lifetime, such as building a vacation home or purchasing an aircraft, seeming to recur in some variation yet on a regular basis.

We develop an in-depth understanding of your situation by analyzing your spending patterns and reviewing your current assets, projected liquidity event proceeds, tax minimization and legacy planning strategies. We then create customized strategies tailored to your individual needs.


"Managing wealth requires perspective. Our most important job is to clearly understand your values and priorities as they relate to your lifestyle, family and dreams. That's why we begin our collaborative process by exploring your unique situation and getting a big-picture view of your wealth and the goals you have for your financial life."

Greg Popera
Managing Director
Private Wealth Advisor
Portfolio Advisor

Experience that Reaches Beyond Your Portfolio

We have the knowledge and experience to work closely with you and your other professional advisors as you approach milestone events, such as the sale of a business or stake in a public company. We will seek to ask the right questions and help you implement strategies best tailored to address your needs.

Business owners are often burdened by difficult questions as they approach liquidity events. We offer services tailored for business owners, large and small, and help them develop their strategies long before liquidity events occur. During this pre-event period, we proactively offer solutions for wealth transfer, the management of multigenerational wealth and philanthropic strategies.

We also invite clients to view us as their "financial network hub." Whether you're making a major purchase, or have an issue relating to a business or other financial matter, we are here to help. Chances are, if we can't assist you ourselves, we probably know someone within our network who can.


"The PO&H Group applies its more than 75 combined years of financial services experience to reach well beyond investing strategies. Our capabilities extend to the customized services we can offer to help address virtually every aspect of your financial life."

Kent Overholt
Senior Vice President
Private Wealth Advisor

Our Philosophy

We believe that 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 sophisticated, highly customized 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 Private Banking and Investment Group team is ready to help you pursue what's most important to you.

Our Vision

For clients of substantial wealth, Merrill Lynch’s Private Banking and Investment Group 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 Lynch 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 that we are working in your best interests, providing sophisticated strategies designed to anticipate and meet your evolving financial needs.

POPERA, OVERHOLT & HOLLAND GROUP