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.

Aaron Dykas

2017 - present

Aaron Romain

1998 - present

Ash Chopra

2004 - present

Bill Corbellini

1984 - present

Bill King

1985 - present

Bob Farrell

Bob Waldele

1979 - present

Brian Hetherington

1986 - present

Bruce Munster

2015 - present

Buck Wiley III

2001 - present

Chris Cook

1992 - present

Christina Boyd

1995 - present

Curtis Eustis

1999 - present

Dan O'Connell

1983 - present

Dana Locniskar

1970 - present

Daniel Fries

2000 - present

David Magrone

1999 - present

David Singer

2002 - present

Dwight Emanuelson

1984 - present

Elliott Kugel

1992 - present

Eric Gray

2000 - present

James Stafford

Jeff Erdmann

1985 - present

Jeff Price

1995 - present

Johanna Walters

2006 - present

John Barrett

1986 - present

John Olson

1980 - present

Kent Pearce

1995 - present

Leigh Cohen

1991 - present

Leo Stevenson

1996 - present

Louis Chiavacci

1997 - present

Mark Thorndyke

1986 - present

Mary Mullin

1981 - present

Michael Valdes

1985 - present

Nestor Vicknair

1992 - present

Noel Weil

1991 - present

Perry Chappell

Peter Rohr

1987 - present

Phil Hartl

2000 - 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

Sharon Oberlander

1978 - present

Sonny Kothari

1990 - present

Steve Hollomon

1994 - present

Sylvan Feldstein

Thomas Hutson-Wiley

2002 - present

Thomas Sullivan

1976 - present

Todd Silaika

2006 - present

Tom Vacheron

1983 - present

Tommy McBride

1992 - present

Tony Sagami

Valerie Houts

2002 - present

Aaron Marks

2011 - 2021

Chris Aitken

2009 - 2017

Jeff Zananiri

2015 - 2016

Andrew Scott

2013 - 2015

Melissa Corrado-Harrison

2001 - 2015

Jeff Fratarcangeli

2008 - 2014

Mike Capombassis

2008 - 2014

Tegan Kline

2013 - 2013

Mark Binder

2000 - 2013

Craig Chiate

2000 - 2013

David Olsson

2006 - 2013

Devin Condron

2005 - 2012

Jordan Waxman

2002 - 2012

Louise Gunderson

2004 - 2011

Diego Parrilla

2009 - 2011

Paul Pagnato

1992 - 2011

Alejandro Reyes

2008 - 2011

Christopher Hayward

2009 - 2010

Rob Mooney

1987 - 2009

Richard Bernstein

1988 - 2009

David Rosenberg

2002 - 2009

Maleeha Bengali

2006 - 2009

Edwin Choi

2003 - 2009

Dean Trindle

1979 - 2009

Philip Fischer

1987 - 2009

Chris Cole

2004 - 2009

Matt Dillig

1998 - 2008

David Hou

1997 - 2008

Mark Sear

1999 - 2008

Peter Kraus

2008 - 2008

Kent Kirby

1993 - 2008

Jeff Dorman

2006 - 2008

Alan Zafran

1997 - 2008

Dan Suzuki

2004 - 2008

Robert Skinner II

2000 - 2008

Carol Fabbri

2004 - 2008

Dario Villani

2006 - 2008

Jesper Koll

1999 - 2008

Jim McLaughlin

1992 - 2007

Jim Detterick

1997 - 2007

Alberto Gallo

2003 - 2007

Trevor Mottl

2004 - 2007

Kevin Peters

2000 - 2007

Michael Kantrowitz

2005 - 2007

Christine Sandler

2006 - 2007

Chris Weston

2001 - 2006

Andrew Park

2006 - 2006

Douglas Borthwick

2005 - 2006

Adair Turner

2000 - 2006

Jeff Kronthal

1989 - 2006

Joe Martina

1992 - 2006

Adam Epstein

1999 - 2006

Brian Bennett

1998 - 2005

Marco Kolanovic

2003 - 2005

Cullen Roche

2003 - 2005

Terrell Gates

1999 - 2004

John Dwyer

2000 - 2004

Helen Thomas

2001 - 2004

Brian Strachan

1987 - 2004

George Goncalves

2001 - 2003

Charles Li

1999 - 2003

Jeff Leventhal

1995 - 2003

Terry Cook

1993 - 2002

Tom Lott

1999 - 2002

Marty Fridson

1989 - 2002

Huw Roberts

1999 - 2002

Brian Frank

1995 - 2002

Stephen Antczak

1997 - 2001

Bob Browne

1999 - 2001

Michael Purves

1995 - 2001

Michael Herzog

1998 - 2001

Michael Moe

1998 - 2001

Jeffrey Spotts

1989 - 2001

Ghislain Gouraige

1993 - 2000

Judy Ganes-Chase

1990 - 2000

Vincent Catalano

1977 - 2000

Victor Livingstone

1989 - 1999

Todd Shaver

1973 - 1999

Richard Byrne

1985 - 1999

Ron Vinder

1995 - 1999

Vikram Mansharamani

1997 - 1999

Steve Hefter

1995 - 1999

Marcus Bogdan

1992 - 1998

Eric Wade

1994 - 1998

Brent Donnelly

1997 - 1998

Nadine Terman

1995 - 1996

Carlos Asilis

1995 - 1996

Tom Rutledge

1989 - 1996

Robert Koenigsberger

1991 - 1995

Patricia Hemsworth

1976 - 1993

Ted Davis

1989 - 1993

Tom Frame

1983 - 1991

Tom Florence

1985 - 1991

Paul Tramontano

1983 - 1990

Rich Petit

1981 - 1990

Steve Blumenthal

1984 - 1989

Benjamin Halliburton

1986 - 1988

Stuart Fiertz

1986 - 1988

Mike Sawyer

1980 - 1987

Tom Busby

1980 - 1984

Suze Orman

1980 - 1983

Assets under management: $1.08 trillion (circa 2019)