Len Kortekaas is a Managing Director and Private Wealth Advisor within Merrill Private Wealth Management. Len advises ultra high net worth clients about their complex wealth management needs. He works with a select group of senior executives, entrepreneurs, hedge fund/private equity principals, foundations and other institutional clients to develop integrated financial strategies. He has particular depth in investment manager evaluation, portfolio construction and risk assessment.
Len began his financial services career in 1994 at Goldman Sachs &Co. where he was a Vice President in Private Wealth Management. He then spent six years at Credit Suisse where he was a Director of Private Banking. In 2014 Len joined Merrill Private Wealth Management.
Len earned his B.S. in Mechanical Engineering from the United States Military Academy at West Point. He served as Captain in the U.S. Army and was Company Commander and an AH-64 Apache Pilot in the Persian Gulf War earning the Distinguished Flying Cross, Bronze Star and Air Medal for Valor. Len also holds an M.B.A. in Finance from the Anderson School at UCLA.
Len is a board member of Junior Achievement of Southern California which is an organization he has actively supported since 2006. He is a former member of the Service Academy Selection Board for Congresswoman Jane Harman.
Len has three daughters and lives in Los Angeles, California.
Len is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies which may incorporate individual stocks and bonds, Merrill model portfolios and third party strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the firm’s Investment Advisory Program a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements a Senior Portfolio Manager may use his own strategies to manage the assets of clients working with other Merrill Advisors.
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