Entities

Merrill Lynch

Merrill Lynch

Nickname
Merrill
Link
Founding Date
1914

Established in 1914, Merrill Lynch & Co. is amongst the largest prominent wealth management houses. Located at Wall Street, Merrill was acquired by the Bank of America in 2008 with over $1.2 trillion in assets under management from clients in countries world-wide. The company's financial advisors pair financial knowledge with valuable experience to help their clients pursue the lives they want.

Bill Corbellini

1984 - present

Bob Farrell

Bob Waldele

1979 - present

Brian Hetherington

1986 - present

Bruce Munster

2015 - present

Daniel Fries

2000 - present

David Magrone

1999 - present

David Singer

2002 - present

Jeff Erdmann

1985 - present

Johanna Walters

2006 - present

John Barrett

1986 - present

John Olson

1980 - present

Kent Pearce

1995 - present

Louis Chiavacci

1997 - present

Michael Valdes

1985 - present

Nestor Vicknair

1992 - present

Noel Weil

1991 - present

Peter Rohr

1987 - present

Raj Bhatia

1981 - present

Raj Sharma

1987 - present

Rebecca Rothstein

2012 - present

Reza Zafari

1999 - present

Rich Pluta

1982 - present

Richard Jones

1999 - present

Rod Westmoreland

1978 - present

Ron Hughes

2000 - present

Satyajit Das

Sylvan Feldstein

Thomas Sullivan

1976 - present

Tommy McBride

1992 - present

Jeff Fratarcangeli

2008 - 2014

Mike Capombassis

2008 - 2014

David Olsson

2006 - 2013

Craig Chiate

2000 - 2013

Jordan Waxman

2002 - 2012

Paul Pagnato

1992 - 2011

Alejandro Reyes

2008 - 2011

Louise Gunderson

2004 - 2011

Diego Parrilla

2009 - 2011

Philip Fischer

1987 - 2009

Maleeha Bengali

2006 - 2009

David Rosenberg

2002 - 2009

Chris Cole

2004 - 2009

Robert Skinner II

2000 - 2008

Jeff Dorman

2006 - 2008

Dario Villani

2006 - 2008

Jesper Koll

1999 - 2008

David Hou

1997 - 2008

Trevor Mottl

2004 - 2007

Kevin Peters

2000 - 2007

Christine Sandler

2006 - 2007

Alberto Gallo

2003 - 2007

Michael Kantrowitz

2005 - 2007

Andrew Park

2006 - 2006

Jeff Kronthal

1989 - 2006

Chris Weston

2001 - 2006

Adair Turner

2000 - 2006

Douglas Borthwick

2005 - 2006

Marco Kolanovic

2003 - 2005

Cullen Roche

2003 - 2005

Brian Bennett

1998 - 2005

John Dwyer

2000 - 2004

Helen Thomas

2001 - 2004

Brian Strachan

1987 - 2004

George Goncalves

2001 - 2003

Jeff Leventhal

1995 - 2003

Tom Lott

1999 - 2002

Brian Frank

1995 - 2002

Marty Fridson

1989 - 2002

Terry Cook

1993 - 2002

Michael Moe

1998 - 2001

Stephen Antczak

1997 - 2001

Michael Purves

1995 - 2001

Vincent Catalano

1977 - 2000

Vikram Mansharamani

1997 - 1999

Steve Hefter

1995 - 1999

Ron Vinder

1995 - 1999

Brent Donnelly

1997 - 1998

Eric Wade

1994 - 1998

Carlos Asilis

1995 - 1996

Tom Rutledge

1989 - 1996

Nadine Terman

1995 - 1996

Paul Tramontano

1983 - 1990

Benjamin Halliburton

1986 - 1988

Mike Sawyer

1980 - 1987

Suze Orman

1980 - 1983

Assets under management: $1.08 trillion (circa 2019)