The Weil Cohen Group

Private Wealth Advisors

The Weil Cohen Group

Private Wealth Advisors
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We provide highly 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 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.

Leigh E Cohen

Leigh E Cohen

Managing Director

Private Wealth Advisor

212.418.2811
Noel L Weil

Noel L Weil

Managing Director

Private Wealth Advisor

212.418.2810
Michael H Krystalla

Michael H Krystalla

Vice President

Private Wealth Relationship Manager

212.418.2817
Daniel A Green

Daniel A Green

Assistant Vice President

Private Wealth Analyst Relationship Management

212.418.2814
Joseph D Waterman

Joseph D Waterman

Officer

Private Wealth Analyst Investments

212.418.2815
Ildiko  Gritsayenko

Ildiko Gritsayenko

Assistant Vice President

Private Wealth Analyst Investments

212.418.2818
Jodi Childs

Jodi Childs

Senior Private Wealth Associate

212.418.2813
Ali Rubert

Ali Rubert

Private Wealth Associate

212.418.2809
Lomi  Vangruber

Lomi Vangruber

Private Wealth Associate

212.418.2812
Yulie  Reyes

Yulie Reyes

Private Wealth Associate

212.418.2816

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

The Weil Cohen Group

The Weil Cohen Group provides customized financial strategies, services and advice for ultra high net worth families and individuals. Based in New York we are a ten person team of investment professionals who recognize the demands and the opportunities that significant wealth can pose. Our senior partners, Noel Weil and Leigh Cohen, have worked at Merrill Lynch since 1991 providing our team with the knowledge base and professional network that allows us to fully engage the worldwide resources and depth of expertise of Bank of America Merrill Lynch.

Accolades

The Weil Cohen Group has been recognized by the following publications: 

  • Noel Weil: The Top 100 Financial Advisors by Barron’s magazine (2012 to 2017) 
  • Leigh Cohen: The Top 100 Financial Advisors by Barron’s magazine (2016 to 2017) 
  • Noel Weil and Leigh Cohen:
    • The Top 1,200 Financial Advisors by Barron's magazine (2009 to 2017) 
    • The Top 400 Financial Advisors by Financial Times (2013 to 2017) 
    • The Top 100 Wirehouse Advisors in America by Registered Rep magazine (2011 to 2017) 
    • Forbes Top Advisors List (2016 to 2017)

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Barron's magazine, America’s Top 100 Financial Advisors list. Advisors considered for the America's Top 100 Financial Advisors list ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the Advisor rankings include: client assets, return on assets, client satisfaction and retention, compliance records and community involvement among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates or the media in exchange for rankings. Barron’s is a trademark of Dow Jones &Company, Inc. All rights reserved.
*Source: Barron's "America's Top 1,200 Financial Advisors: State-by-State" list, March 6, 2017. Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others.  Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014 this Barron's list consisted of 1,000 advisors.
Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2017). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.

Source: WealthManagement Magazine’s “Top 100 Wirehouse Advisors in 2017” list, May 1, 2017. Advisors on the WealthManagement Magazine “Top 100 Wirehouse Advisors in 2016” list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of assets correspond to retail clients were eligible for the list. WealthManagement.com does not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings. WealthManagement Magazine is a trademark of Penton Media, Inc. All rights reserved.  
Source: The Forbes ranking of "America's Top 250 Wealth Advisors", developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends,  assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.


The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

Our Goal

The Weil Cohen Group is a world class service organization that coordinates and simplifies the complex financial needs of affluent families.

Clients

We serve 80 families who have entrusted our team with approximately $11 billion in assets as December 31st, 2017. We purposefully limit our number of client engagements so that we can provide the attentive and detailed service that significant wealth demands and deserves. Clients have achieved success in a number of different industries including financial sponsorship, real estate and health care among others.

Our Offerings

Our investment approach is grounded in a macro perspective with a strong emphasis on capital preservation. We forego fads and impulse thinking believing that research, diversification and risk monitoring are the bedrock of financial success.

We offer clients extensive experience in the following areas: 

  • Integrated Wealth Management Planning 

  • Customized Lending Solutions

  • Trust and Estate Planning Strategies 

  • Corporate Executive Services 

  • Consolidated Account Reporting

 

*Banking products and services provided by Bank of America, N.A. 

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

The Weil Cohen Group