Laurie C Kamhi, Private Wealth Advisors

Laurie joined Merrill Lynch in 1993. She has spent three decades in financial services, including over a decade in institutional equity and option trading at Dean Witter, and institutional and middle market sales at Kidder Peabody. She serves ultra-high-net-worth families, non-profit institutions, endowments, and charitable organizations within the Private Banking and Investment Group. The senior member of Kamhi & Associates, Laurie directs the investment team’s activities, including investment strategy, portfolio management, and asset allocation. She has significant experience in working with families and their other advisors to streamline intergenerational wealth transfer. She also assists families with their estate planning strategies and insurance needs.

Laurie graduated from New York University’s Stern School of Business, completing its 5-year BS/MBA program and majoring in Business and Finance. She is a Certified Investment Management Analyst^SM professional (CIMA®) and a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Laurie has been certified by the Money Meaning & Choices Institute to conduct family values-based meetings and retreats. She holds Series 7, 3, and 65 registrations.

In 2009, Barron’s Magazine named Laurie one of the Top 100 Women Financial Advisors, one of the Top 100 Financial Advisors in New York, and one of the Top 1000 Financial Advisors nationally.¹

Laurie is a board trustee and former treasurer of the Sephardic Home and Rehabilitation Center for the Aged. An active supporter of City Squash, a squash and tutoring program for urban youth, Laurie is also a former professional advisory board member of the United States Tennis Association’s Foundation for Tennis and Education. Laurie and her husband Craig live in New York City; they have two grown sons, Brad and Eric.

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¹In its June 8, 2009 issue, Barron’s published its Top 100 Women Financial Advisors. The rankings reflect the volume of assets overseen by advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. Institutional assets are given less weighting. The scoring system assigns the top advisor a score of 100, and rates the rest by comparing them with the winner. Private bankers appear on a separate list.

In its February 9, 2009 issue, Barron's magazine published its Top 1,000 advisors list, which includes the top financial advisors in all 50 states and the District of Columbia. Financial advisors considered for Barron's "America's Top 1,000 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 financial advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others.

Christine joined Merrill Lynch in 2000. Her primary responsibilities for Kamhi & Associates include financial planning strategies, stock option execution and strategy, cash flow analysis, trust and estate planning services, concentrated stock strategies, and investment manager analysis. Prior to joining the firm, she worked for three years at First Montauk Securities as a sales associate.

A graduate of Lehigh University, Christine received a B.S. in Business and Economics. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She holds Series 7 and 66 registrations.

Christine is the current Lehigh University Alumni Treasurer for the Class of 1997. She has served as the Philanthropic Chair for the Merrill Lynch Women’s Exchange, and has been an active volunteer for NY Cares. She and her husband Brian live in Bronxville, New York, with their son Carson.

Karman joined Kamhi and Associates in 2011. She handles a wide range of client services for the team, including client relationship management. Karman is a licensed registered representative, holding the Series 7 and 63 licenses.

Karman has worked in financial services since 2004, and has served ultra-high-net-worth clients since 2006. Prior to Merrill Lynch, Karman worked at Legacy Capital Group, a boutique financial services firm in Little Rock, Arkansas, and the Vanguard Group in Charlotte, North Carolina.

Karman graduated Magna Cum Laude from North Carolina State University in 2003 with a B.S. in Textile and Apparel Management and a B.A. in Multidisciplinary Studies. She is fluent in conversational Cantonese. Karman and her husband Jae reside in Manhattan.