Mobilizing what Merrill Lynch Can Do for You
- John W. Thiel
- Head of Merrill Lynch Wealth Management
John Thiel is head of Merrill Lynch Wealth Management. In this role he is responsible for the strategic management of more than 13,700 financial advisors and 6,000 client associates from Merrill Lynch's U.S. Wealth Management Group as well as more than 300 private wealth advisors in the Private Banking and Investment Group. Thiel is a member of the Global Wealth and Investment Management (GWIM) Executive Committee, the Risk Rating Executive Oversight Committee, the GWIM Product Approval Committee and is the Executive Sponsor for the GWIM Diversity and Inclusion Council.
- Phil Sieg
- Head of Ultra High Net Worth Client Segment and Strategy
Phil Sieg is the Head of Ultra High Net Worth Client Segment & Solutions. As Managing Director leading UHNW Client Solutions, Phil is committed to delivering access to the intellectual capital and resources to our largest client relationships.
Interpreting the Global Trends That Affect Your Wealth
- Michael Hartnett
- Chief Investment Strategist
- BofA Merrill Lynch Global Research
Michael Hartnett is Managing Director and Chief Investment Strategist at BofA Merrill Lynch Global Research. In this role, he identifies key global market trends and offers strategic insights and solutions to both institutional and retail investor clients. In addition, Hartnett serves on the Research Investment Committee (RIC), which identifies suitable investments and portfolio strategies for individual investors across a broad spectrum of asset classes.
- Ethan Harris
- Co-head of Global Economics Research
- BofA Merrill Lynch Global Research
Ethan Harris is the co-head of Global Economics Research at BofA Merrill Lynch Global Research. In this role, he is responsible for the U.S. growth, inflation and monetary policy call. He also coordinates the global economics forecast and publication and manages the developed markets economics team. Harris regularly ranks highly in investor polls and forecast surveys.
- Savita Subramanian
- Managing Director
- Head of US Equity & Quantitative Strategy
Savita Subramanian is the head of U.S. Equity Strategy & U.S. Quantitative Strategy and a Managing Director at Bank of America. She is responsible for determining forecasts for the S&P 500 and other major U.S. indices, recommending U.S. sector allocations and themes, and developing and marketing equity and quantitative strategy product to institutional and individual clients. Savita is also a member of the Research & Recommendations Committee and a member of the Bank of America Diversity & Inclusion Council.
Designing Strategies to Help Grow and Preserve Your Investments
- Christopher J. Wolfe
- CFP, CFA Managing Director, Chief Investment Officer
- for Portfolio Solutions, Private Banking and Investment Group & Institutional
Christopher J. Wolfe is the Chief Investment Officer for Portfolio Solutions, Private Banking and Investment Group & Institutional at Merrill Lynch Wealth Management. In this role, he works closely with research analysts and portfolio managers to provide investment leadership and guidance on asset allocation and portfolio construction to the firm's Private Wealth Advisors, Financial Advisors and their clients.
- MaryAnn Bartels
- Managing Director
- CIO of Portfolio Solutions, US Wealth Management
Mary Ann Bartels is the Chief Investment Officer of Portfolio Solutions within the Office of the CIO for Bank of America Merrill Lynch's Investment Management and Guidance (IMG) division. She is responsible for contributing to the thought leadership for investment guidance and portfolio solutions for the firm's financial advisors and clients. Additionally she is leading the marketing and communications for IMG's content platform, product launches and publications. Formerly, she was Head of the U.S. Technical & Market Analysis department at BofA Merrill Lynch Global Research. Mary Ann brings 25 years of investment experience to this role.
- Liam O'Neil
- Head of the Markets Group for Global Wealth & Investment Management
Liam O'Neil is a Managing Director and head of the Markets Group for Merrill Lynch's Global Wealth & Investment Management business. His group delivers the full array of markets-related capabilities to Merrill Lynch's Global Wealth & Investment Management clients. These include debt and equity trading as well as new issue and secondary equity and debt, foreign exchange, options, derivatives and structured offerings.
- Anthony Olmo
- Director and Family Office Principal
- Merrill Lynch Family Office Services
Mr. Olmo's broad experience includes advising high net worth clients and their families on various income and tax planning issues. Prior to joining Merrill Lynch in 2009, he was a senior tax manager at U.S. Trust, Bank of America, for 11 years, where he managed a team of tax specialists responsible for tax planning and compliance as well as coordinating with clients' other financial advisors. Mr. Olmo holds a Bachelor of Science degree in accounting from Rutgers University and a master's degree in taxation from Pace University. He is also a Certified Public Accountant. Mr. Olmo provides tax advice, guidance and administration to Family Office Services clients in his role at Merrill Lynch.
Providing You With Access to Capital
- Laurie Krupa
- Managing Director, Head of GWIM Banking
Laurie Krupa is head of Global Wealth & Investment Management (GWIM) Banking with responsibility for the development and ongoing portfolio and profit-and-loss management of all global wealth management banking offerings and the corresponding delivery channels. GWIM Banking delivers residential real estate, complex credit, liquidity and cash management solutions to clients in all segments of Merrill Lynch Wealth Management and U.S. Trust through an integrated business model.
Helping To Build a Family Financial Legacy
- Kevin Hindman
- Managing Director
- National Trust Executive
Kevin is a 15-year veteran of Merrill Lynch and is responsible for the new business development efforts of its U.S. based Trust Specialists. In that role, Kevin provides functional expertise across the RPWS organization for all Specialists regarding fiduciary services and solutions, while playing a key role in the development of tactical plans and ideas to drive sales results for GWRS. He is also the key liaison across all specialist lines of business for the Heartland, Southwest and Pacific Northwest Markets.
- Scott J. Cooper
- Managing Director
- Merrill Lynch Wealth Structuring Group
Mr. Cooper's combination of industry experience and academic training across a range of financial, legal and taxation disciplines makes him ideally suited to assist ultra high net worth clients with complex financial and legacy planning needs. He holds master's degrees in business administration and tax law, as well as a Juris Doctor, and has appeared in the national media — including the Financial Times, The New York Times, U.S. News & World Report and television news programs — offering his perspective on issues facing wealthy individuals and families. Mr. Cooper does not provide tax or legal advice in his role at Merrill Lynch.
- Gregory McGauley
- Regional Managing Director, Northeast; Private Banking and Investment Group
- Head of Merrill Lynch Family Office Services
Gregory McGauley is the Regional Managing Director for the Northeast Region of the Private Banking and Investment Group (PBIG) at Merrill Lynch, a position he has held since 2009. Based in Boston, he leads a region encompassing New England, upstate New York, and the Mid Atlantic. He is also Head of Merrill Lynch Family Office Services, a national team of specialists who provide in-depth administrative and lifestyle management services to a select group of ultra-high-net-worth clients.
- Gillian Howell
- National Philanthropic Solutions Executive
Gillian Howell is the National Philanthropy Executive at U.S. Trust in the Philanthropic Solutions Group. Drawing on her 24 years of charitable management experience, Ms. Howell's experience is both deep and broad and includes philanthropic advisory, strategic planning, risk management and private banking.
- Claire Costello
- National Practice Executive
- Philanthropic Solutions Group, U.S. Trust
Ms. Costello is a veteran philanthropic advisor who is widely respected in philanthropic circles for her leadership in identifying best practices for charitable individuals and families — practices she puts to work in hands-on, months- or years-long consultations with Private Banking and Investment Group clients. She has served on the Advisory Board of Global Giving, the Hewlett Foundation Donor Education Network and is currently Vice Chair of the National Center for Family Philanthropy.
- Stacy L. Allred
- Managing Director
- Center for Family Wealth Dynamics and Goverance
Since joining Merrill Lynch in 1999, Ms. Allred has been assisting high net worth families and individuals to align their financial strategies with their personal goals and philosophies. Her holistic approach addresses both the opportunities as well as the challenges that wealth presents for families. She helps them build their financial and legacy plans while also preparing the next generation to sustain the legacies they stand to inherit. She holds a bachelor's degree in accounting and business, and has a master's degree in taxation from DePaul University. Ms. Allred does not provide accounting or tax advice in her role at Merrill Lynch.
Merrill Lynch Family Office Services are offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("Merrill Lynch"). In connection with its Family Office Services, Merrill Lynch is not acting in the capacity as a broker-dealer, nor as a registered investment adviser. Accordingly, through its Family Office Services, Merrill Lynch is not offering, and its clients are not paying for, advice with respect to securities, the purchase or sale of securities, or the valuation thereof, nor do Merrill Lynch's Family Office Services encompass financial planning, discretionary account management, or any other securities-related accounts, products or services. Merrill Lynch offers a broad array of brokerage and investment advisory accounts, products and services through other parts of its business outside of Family Office Services, which are subject to separate agreements, disclosures, and fee arrangements, and may be procured by applying or enrolling and contracting through those other business channels. Please contact your Financial Advisor or Private Wealth Advisor with questions regarding Merrill Lynch's brokerage or investment advisory offerings.
Family Office Services can provide tax advice, however neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Lynch Financial Advisor.
Institutional Investments & Philanthropic Solutions (II&PS) is part of U.S. Trust, Bank of America Private Wealth Management (U.S. Trust). U.S. Trust operates through Bank of America, N.A. and other subsidiaries of Bank of America Corporation (BofA Corp.). Bank of America, N.A., Member FDIC. Banking and fiduciary activities are performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Brokerage services may be performed by wholly owned brokerage affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S).
Certain U.S. Trust associates are registered representatives with MLPF&S and may assist you with investment products and services provided through MLPF&S and other nonbank investment affiliates. MLPF&S is a registered broker-dealer, Member SIPC and a wholly owned subsidiary of BofA Corp.
CIMA® is a registered certification mark of Investment Management Consultants Association Inc.