Donnell, Phillips & Berkowitz, Private Wealth Advisors

Our Professional Profile

Founded in 1994, The Donnell, Phillips & Berkowitz Group, a team of private wealth advisors and dedicated financial professionals, have worked together to address the complex wealth management affairs of select corporate executives, business owners and families. We offer the best of both worlds – the personal attention of a family office with an array of integrated wealth management, lifestyle and concierge services coupled with access to the global resources of Merrill Lynch.

Clients engage us because we offer a focused and disciplined approach that centers on personally meaningful goals. We synthesize our experience and the insight of Merrill Lynch specialists to craft strategies that are outcome driven and customized to client priorities. It is our belief that sound investment management begins with a rigorous discussion of a clients’ investment preferences – risk tolerance and time horizon. We help implement an investment strategy that can be maintained with confidence over time - regularly monitoring progress as we work to satisfy the needs and aspirations of the client.

Located in Greenwich, Connecticut, we serve clients throughout the United States. We invite prospects to contact us and welcome the opportunity to learn more about their wealth management needs.

William Donnell

Private Wealth Advisor

Bill has worked at Merrill Lynch since 1983. As a Private Wealth Advisor within the Donnell, Phillips & Berkowitz Group, he focuses on investment strategy, portfolio management, and asset allocation. Bill has extensive experience in selecting and evaluating investments for client portfolios, and designing long-term financial strategies.
Bill is past chairman of Merrill Lynch’s National Advisory Council to Management (NACTM) and the Private Banking and Investment Group Advisory Council to Management (ACTM). In 2008 and again in 2011, he was the recipient of the David Brady Award, a Merrill Lynch honor recognizing his exceptional commitment to clients, the firm, and his team. In 2013 Barron's magazine named Bill as one of the nation's Top 1,000 Advisors.
Bill received his B.A. in Business/Marketing from Villanova, and is heavily involved in service to his alma mater. He sits on the President’s Leadership Council at Villanova, and is a past president and acting treasurer of the Villanova Financial Club, an organization for alumni in financial services. Bill is the recipient of the Bartley Alumni Medallion from the Villanova School of Business in recognition of his work in spearheading the creation of student internship programs.
Bill and his wife Gloria live in Scarsdale, New York, and have three grown children. In his spare time, Bill enjoys playing golf and following professional football and college basketball.
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William Donnell is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT
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Thomas N. Phillips

Private Wealth Advisor

Tom began his career at Merrill Lynch in 1982. As a Private Wealth Advisor within the Donnell, Phillips & Berkowitz Group, he focuses on corporate executive services and wealth transfer strategies. He has particular depth in concentrated stock management and intergenerational estate-planning strategies.
Tom earned his B.A. in Mathematics and Economics from Linfield College. In 2010, Barron’s magazine named Tom one of the Top 30 Financial Advisors in Connecticut, and one of the Top 1000 Financial Advisors nationally. Barron's named Tom as one of the Top 1000 Advisors for a second time in 2013. In 2009, Registered Rep magazine recognized Tom as one of the top 30 Wirehouse Advisors in America.
Tom serves on the board of Holderness School in Plymouth, New Hampshire. He, his wife Tracy, and their two sons live in New Canaan, Connecticut. In their free time, they enjoy skiing and fishing.
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Thomas N. Phillips is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT
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Marc L. Berkowitz

Private Wealth Advisor

Marc joined Merrill Lynch in 1990. As a Private Wealth Advisor within the Donnell, Phillips & Berkowitz Group, he provides wealth management strategies and advice to ultra-high-net-worth families and individuals. Marc is the primary contact and relationship manager to approximately 75 clients. Within the Group, he serves on the investment committee and oversees management of the group’s proprietary Core Equity portfolio.
Marc earned his Bachelor of Arts degree in Business and Government from Skidmore College. He is a CERTIFIED FINANCIAL PLANNER ™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® professional designation (CIMA®).
Marc and his wife Sherry live in Scarsdale, New York, with their two children, Emily and Michael. In his free time Marc enjoys spending time with his family, skiing and sailing.
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Marc L. Berkowitz is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT, WA
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Joseph Byrne

Financial Advisor

Joe joined Merrill Lynch in 2001. He is responsible for the group’s global trading in equity, fixed income, currency and commodity markets. He also oversees strategy implementation, portfolio construction and discretionary portfolio management and is proficient in probabilistic and regression modeling. A member of the group’s investment committee, Joe also manages the syndicate business for the Greenwich Private Banking and Investment Group office.
Joe holds the Certified Investment Management Analyst ® designation (CIMA®). He received his B.S. in Business and Technology, Magna Cum Laude, from the University of Connecticut.
Joe lives in Ridgefield, Connecticut, with his wife Kristi and daughter Caitlin.
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Kristin Longo

Private Wealth Assoc

Kristin joined Merrill Lynch in 1994 and has worked with the Donnell Phillips and Berkowitz Group since its inception. She offers client support to some of the team's most long standing relationships, providing a full range of corporate executive services to the team's business and corporate clients.
Kristin earned her B.A. in Business Administration/Marketing from Mercy College. She lives with her husband Frank and two children, Alyssa and Vincent in Mahopac, New York.
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Anna Ferraro

Sr Private Wealth Assoc

Anna joined Merrill Lynch in 1996, and has worked with the Donnell, Phillips & Berkowitz Group since 1998. She provides customized strategies within the team’s family office suite of services, addressing the needs of multiple generations of clients. In addition, Anna assists with backup trade execution, the settlement and delivery of both domestic and international trades and personal credit strategies. She is experienced in the administration of 401(k), defined benefit, and non-qualified deferred compensation plans.
Anna received a B.A. in Business with a discipline in Finance from Iona College.
Anna and her husband Massimo live in New Canaan with their son Antonio.
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Renata Donaghy

Client Associate

Renata worked with the Donnell Phillips and Berkowitz Group from 1997 – 2004. She left in late 2004 to pursue personal aspirations and has since returned to financial services and the group. Her career is built on her commitment to excellent client services. She has gained vast experience and knowledge with the administrative side of our business. She provides customer care to a select group of clients and acts as the team coordinator.
Renata and her husband Sean live in Mamaroneck New York and have two sons, Sean III and Matthew who are currently enrolled in University.
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Marc Berkowitz is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT, WA

William Donnell is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT

Thomas N. Phillips is registered to do business in:AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, TX, VA, VT

For questions regarding registration information please contact your Financial Advisor.
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Donnell, Phillips & Berkowitz

Private Wealth Advisors

2 PICKWICK PLAZA 
Floor No. 3
GREENWICH, CT 06830 

Phone(877) 683-9506

William Donnell ( view profile )
Private Wealth Advisor

(203) 863-7607

Thomas N. Phillips ( view profile )
Private Wealth Advisor

(203) 863-7608

Marc L. Berkowitz ( view profile )
Private Wealth Advisor

(203) 863-7609

Joseph Byrne ( view profile )
Financial Advisor

(203) 863-7602

Kristin Longo ( view profile )
Private Wealth Assoc

(203) 863-7601

Anna Ferraro ( view profile )
Sr Private Wealth Assoc

(203) 863-7605

Renata Donaghy ( view profile )
Client Associate

(203) 863-7603








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