Rathi Singh Private Wealth Group

Private Wealth Advisors

Rathi Singh Private Wealth Group

Private Wealth Advisors
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Your wealth presents opportunities as well as complexities. We offer a limited number of individuals and families boutique-like service, broad global resources and customized strategies to help simplify your life so you can spend more time pursuing what matters most to you.

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.

Rajeev  Rathi

Rajeev Rathi

Managing Director

Private Wealth Advisor

312.325.2776
Kanwar  Singh

Kanwar Singh,

Managing Director

Private Wealth Advisor

312.325.2775
Steven  Coleman

Steven Coleman

Senior Vice President

Private Wealth Manager

312.325.2772
Chandra M Federle

Chandra M Federle,

Private Wealth Analyst Investments

312.325.2774
Dean  Turner

Dean Turner,

Private Wealth Analyst Relationship Management

312.325.2769
Stacey L Specht

Stacey L Specht

Senior Private Wealth Associate

312.325.2773
Melissa M Vandenbark

Melissa M Vandenbark

Registered Private Wealth Associate

312.325.2771

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

Rathi Singh Private Wealth Group

Located in Chicago, we are a private wealth management team that provides highly customized and coordinated financial strategies to ultra-affluent clients. We work with a select group of accomplished individuals and families who have complex needs. The clients we serve are busy and engaged individuals with a number of competing responsibilities: personal, professional, and philanthropic. We unify and streamline concurrent priorities, designing initiatives that seek to advance multiple goals.

In an era in which a “holistic approach” is too often trumpeted as an achievement, we view cohesion, integration, and coordination as the very baseline of our approach. Our goal is straightforward: we seek to provide ease and simplicity in whatever financial matters are important to the clients we serve.

Grounded in a Balanced Approach

Our team has a differentiated background that aligns with the varied needs of our client base. We unify analytical rigor, thoughtful implementation, and a cogent understanding of each family’s dynamic to develop customized suites of strategies and services.

We leverage the renowned research, intellectual capital, and investment offerings of the Private Banking and Investment Group at Merrill Lynch to pursue capital preservation and growth, mindful of each client’s risk tolerance and wealth transfer goals. We collaborate with in-house specialists with deep experience in trust and estate planning services, family office services, and philanthropic initiatives to enact multi-disciplinary strategies for inter-generational transfer and legacy fulfillment. We also facilitate customized credit and lending through Bank of America, N.A.

In all of our efforts, we seek to integrate the variables that will yield optimal outcomes for the clients we serve. We remain mindful of a client’s overarching goals, yet focused on the day-to-day details that help drive client satisfaction and long-term fulfillment.

Focused Outreach for a Select Client Base

We are not all things to all people; we look to work with the clients who can most benefit from our offerings. We have extensive experience working with senior executives of public companies and business owners and operators who face transition and legacy opportunities, and who may anticipate or have transacted the sale of a business. We know the challenges and opportunities inherent in each source of wealth; our focus intensifies our effectiveness in catering to client needs.

As Advisors, we provide insight and guidance that can only arise from experience. We realize that significant wealth truly is different – both in its needs and in its ramifications. We have built our team specifically to address the particular nuances of an elite client base; the selective nature of our engagements enables us to anticipate and execute with diligence and precision.

A Single Source for Diverse Needs

We offer a distinctive skillset, a broad knowledge base, and a facility in distilling complexity. We look to provide thoughtful and meaningful guidance on a range of wealth management issues:

 

  • Investment management

  • Restricted and concentrated stock strategies

  • Liquidity event: pre- and post- strategies

  • Tax minimization strategies*

  • Banking and lending through Bank of America, N.A.

  • Trust and estate planning services

  • Philanthropy

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.

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.

Rathi Singh Private Wealth Group