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The Irick Group

Private Wealth Advisors
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Your path to wealth was unique and it's about more than just investments. It’s about your family, your work, and your legacy. The Irick Group is devoted to helping you be purposeful with your wealth planning and your impact on the community. We start where you are and go where you want to be.  

Inclusion, respect, and empathy are our core values. We are dedicated to serving our clients and our community. We believe in doing well by doing good.

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.

Myah Irick

Myah Irick

Senior Vice President

Private Wealth Manager

412.338.5275
Shiv K Sethi

Shiv K Sethi

Vice President

Private Wealth Manager

412.338.5273
Justin M Binion

Justin M Binion

Financial Advisor

412.338.5276
Brianna  Sullivan

Brianna Sullivan

Registered Private Wealth Associate

412.338.5268

Additional Resources

Valerie Galinskaya

Valerie Galinskaya

Wealth Strategist

Merrill Lynch

Kevin Ip

Kevin Ip

Investment Advisory Specialist

Merrill Lynch

Jill  Sovick

Jill Sovick

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #444294

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

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.

Our Approach

Inclusion, respect, and empathy are the Irick Group’s core values. We are dedicated to serving our clients and our community. We believe in doing well by doing good.

We help people use their wealth to lead purposeful, fulfilled lives.

We are a team of advisors within a global financial services powerhouse who are devoted to helping people build, preserve and manage their often sudden wealth. We take very seriously the responsibility of sharing insights and strategies to help you sustain wealth across generations. We offer resources to support all aspects of your financial life - including banking, credit, investment management, philanthropy, and wealth planning. We focus on the complete financial picture – not just a single account.

Sudden Wealth

Receiving a substantial amount of money quickly, presents opportunities as well as challenges. As someone new to wealth-- whether you are an entrepreneur, professional athlete, lottery winner or inheritor-- you understand the significant decisions that you have ahead of you. Your grit and determination has helped you to succeed in challenging environments in the past, and will also provide a foundation for the unique financial needs that come with wealth. Our team works with a select group of ‘sudden wealth’ individuals and families, as they pursue their financial and legacy goals.

We act as your guide and help you be purposeful & intentional with the impact that your wealth has on your family and your community. We are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer strategies designed to simplify the complexities of your financial life. This includes access to trust and estate planning services from Bank of America and, through Merrill, investment strategies and education of family members to help bring your legacy vision to life.

Impact Investing

Diversity, inclusion and empathy are our core values. We believe that you can do well while doing good.

How can your dollar invested have an impact? Impact investing is investing for the potential to make a financial return as well as generate a measurable, beneficial social or environmental impact. Today, more and more people from all walks of life want to learn about how their money can be used to create social and environmental impact.

Impact investing allows us to expand the dialogue from, "What goals do you want to pursue for your life?" to include, "What goals do you want to achieve for the world around you?"

We know that structuring portfolios to help foster good corporate practices has enormous potential to change investments, lives and communities.

We at the Irick Group build deep relationships with our clients by talking with them about their goals and most importantly about their personal values. During these discussions, clients are increasingly articulating impact-oriented goals alongside their overall financial priorities and we can offer a broad range of impact investing opportunities, including custom portfolios, mutual funds, exchange-traded funds and Separately Managed Accounts to help clients pursue their goals. In particular, we can build portfolios in line with your religious beliefs, desire to support women & girls, environmental goals, or your personal values around social equality & inclusion.

Your investments can generate social and environmental impact alongside the potential for financial returns. Now ask yourself, “How do I want to be the change and is my wealth invested aligned with my purpose?”




*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

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 finances and compensation require. We can help with risk management strategies for 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.

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.

Women

As a woman, you are well aware of how inaccurate stereotypes about gender and money can be. Beyond some specific challenges — for example, planning for the statistical probability of outliving a spouse — managing your finances means avoiding preconceived assumptions while gaining a full understanding of who you are as an investor and what you want to achieve for your career, your family and your legacy. Merrill Private Wealth Management works with a select group of wealthy individuals and families to help them pursue the goals that matter most to them. We strive to get to know our clients on a personal level so we can offer boutique-like services and the resources of a global firm to create financial strategies specifically for their life and needs.

Professional Athletes

As a professional athlete, you understand the significant rewards that sports can provide, the grit and determination that help you to succeed in a challenging environment, and the unique financial needs that come with your success. Merrill Private Wealth Management works with a select group of current and former professional athletes as they pursue their financial and legacy goals. We are focused on helping you enjoy the lifestyle you have worked so hard to achieve while striving for the financial future you want for yourself and your family. Drawing on our extensive capabilities and the broad resources of a global institution, we offer financial strategies designed to simplify the complexities of your life. This includes access to trust and estate planning services from Bank of America and, through Merrill, investment strategies for the operation of a business, and education of family members to help bring your legacy vision to life.

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.

The Irick Group

Private Wealth Advisors