Laurie C. Kamhi
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 AnalystSM 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.
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.