Our Team

Through your Private Wealth Advisor, you have access to an experienced team of professionals that includes some of the industry's leading economists, strategists and other specialists. Explore the descriptions to the right and find the best teammates for you.

Mobilizing All That Bank of America and Merrill Lynch Can Do for You

John W. Thiel
John W. Thiel
Head of U.S. Wealth Management and the Private Banking and Investment Group for Merrill Lynch Global Wealth Management

In his dual role, Mr. Thiel is responsible for the strategic management of more than 13,000 Financial Advisors from Merrill Lynch's U.S. Wealth Management, as well as more than 300 Private Wealth Advisors from the Private Banking and Investment Group. He began his career with Merrill Lynch in 1989 as a Financial Advisor in Tampa, Florida, and later served as a Global Private Client Advisory Division Regional Director in two Chicago-area offices. He joined the Private Banking and Investment Group in 2000 and launched its private wealth management business in the Pacific West Region. He was named the Head of the group in 2006. Prior to joining Merrill Lynch, Mr. Thiel led a distinguished career in the public accounting and insurance industries. Although not used in his current role, Mr. Thiel's extensive background also includes tax and estate planning experience along with financial operating experience as a CPA with KPMG.

Phil Sieg
Phil Sieg
Head of Ultra High Net Worth Client Solutions & Segments
Merrill Lynch Private Banking and Investment Group

Mr. Sieg has devoted his career to client service, ascending from his initial position as a Financial Advisor in 1982 to his current leadership role in delivering intellectual capital and resources to PBIG's largest client relationships. He previously led the Global Private Client Strategic Leadership & Development Group, where he was responsible for a range of training, leadership development and practice management support functions. Mr. Sieg also was managing director of the Short Hills, N.J., Complex, World Financial Center Complex, and the International Private Client Group.

Interpreting the Global Trends That Affect Your Wealth

Michael Hartnett
Michael Hartnett
Chief Global Equity Strategist
BofA Merrill Lynch Global Research

Widely recognized for his insights on global equity markets, Mr. Hartnett identifies key trends and offers strategic solutions to institutional and retail investor clients. He often collaborates with Merrill Lynch's Fixed Income, Foreign Exchange and other groups on the development of sophisticated cross-asset-class investment products. Mr. Hartnett is a frequent presence on CNBC, Bloomberg TV, PBS and in the pages of The Wall Street Journal, The New York Times and the Financial Times.

Ethan Harris
Ethan Harris
Chief Global Economist
BofA Merrill Lynch Global Research

Considered one of the nation's leading economic forecasters, Mr. Harris formulates the North America economic outlook and the Federal Reserve policy projection. In addition, as coordinator for Global Economics, he manages the teams that develop international forecasts and strategies, including foreign central bank outlooks. Mr. Harris was ranked No.1 in The Wall Street Journal Economic Forecasting 2008 survey, and his insights appear regularly in the financial media.

Savita Subramanian
Savita Subramanian
Head of U.S. Equity and Quantitative Strategy
BofA Merrill Lynch Global Research

A member of Global Research since 2001, Ms. Subramanian is responsible for recommending U.S. sector allocations for equities and determining forecasts for the S&P 500 and other major U.S. indices. She also develops quantitative equity strategy for institutional and individual clients. Ms. Subramanian is quoted frequently in print and broadcast news reports, speaks regularly at financial conferences and is a member of many leading professional societies. She received an MBA from Columbia University.

Designing Strategies to Help Grow and Preserve Your Investments

Christopher J. Wolfe
Christopher J. Wolfe
Managing Director and Chief Investment Officer
Merrill Lynch Wealth Management Private Banking and Investment Group

Mr. Wolfe draws on more than 20 years of global investment experience, including stints managing a large-cap U.S. equity mutual fund and U.S. equity hedge fund, to provide asset allocation and portfolio construction guidance to Private Wealth Advisors and their clients. The author of the monthly CIO Outlook, he also serves as Head of Global Customized Solutions, with responsibility for coordinating strategies with the Merrill Lynch investment teams in Europe, the Mideast, Africa, Latin America and Asia. Prior to joining Merrill Lynch, Mr. Wolfe was the head of investment strategy for Rockefeller Financial.

Mary Ann Bartels
Mary Ann Bartels
CIO of Portfolio Strategies
Merrill Lynch Investment Management and Guidance Group

Ms. Bartels is responsible for leading the Portfolio Strategies Desk, ETF strategies, and marketing and communications for Merrill Lynch's Investment Management and Guidance's (IMG's) content platform, product launches and publications. With more than 25 years of investment experience, she is an Institutional Investor ranked analyst and was voted to the Institutional Investor All-American Research team from 2006-2011. She appears regularly on CNBC and Bloomberg, and is often quoted in various publications, including The Wall Street Journal, Financial Times and Barron's.

Liam O'Neil
Liam O'Neil
Head of the Markets Group
Merrill Lynch Global Wealth and Investment Management

Mr. O'Neil leads the team that delivers the complete spectrum of capital markets-related capabilities — including equity, debt, foreign exchange, options, derivatives and structured offerings — to the firm's Global Wealth and Investment Management clients. Since joining the firm in 1997, he has held leadership positions in the global markets and global wealth divisions, focusing on derivatives and structured products. Previously, he was an institutional derivatives marketer for a U.S. bank in London, covering U.K. and Irish financial institutions. Mr. O'Neil holds a bachelor's degree in Economics from the University of Florida and an MBA in Finance from Northwestern University's Kellogg Graduate School of Business.

Anthony Olmo
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 does not provide tax advice in his role at Merrill Lynch.

Providing You With Access to Capital

Laurie Krupa
Laurie Krupa
Managing Director, Head of Global Wealth & Investment Management Banking

As Head of Global Wealth & Investment Management Banking, Ms. Krupa heads the teams of bankers and credit specialists responsible for the development and ongoing portfolio management of all global wealth management banking solutions. Previously, as Head of Wealth Management Banking within GWIM, she was responsible for leading the team of field-based bankers specifically focused on high net worth clients. A graduate of St. Bonaventure University, Ms. Krupa joined Bank of America in 2004 through the acquisition of FleetBoston Financial.

Building Family Financial Security and a Lasting Legacy

Kevin Hindman
Kevin Hindman
Managing Director
Global Wealth & Retirement Solutions

With more than 25 years of experience helping high net worth clients achieve their long-term financial goals, Mr. Hindman uses his extensive knowledge to assist Merrill Lynch trust, insurance and retirement outcome specialists throughout most of the western United States. He also provides functional expertise for specialists across the organization regarding fiduciary services and solutions. Mr. Hindman has a bachelor's degree in Economics and Finance and a master's degree in Business Administration. He also holds the CIMA® and CTFA designations.

Scott J. Cooper
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 M. McGauley
Gregory M. McGauley
Managing Director, Northeast Region; Head of Family Office Services
Merrill Lynch Private Banking and Investment Group

With an extensive background as a financial advisor and accounting professional, Mr. McGauley leads Merrill Lynch's Family Office Services, helping high net worth families manage the financial and logistical complexities of their active lives. In his other role as Northeast Region managing director, he works closely with Private Wealth Advisors in developing the wealth management strategies and leveraging the broader organization to help achieve their clients' varied financial objectives. Mr. McGauley does not provide tax or accounting advice in his current role at Merrill Lynch.

Gillian Howell
Gillian Howell
Managing Director
Philanthropic Solutions Group, U.S. Trust

With more than 20 years of charitable management experience, Ms. Howell leads a team of philanthropic specialists who assist wealthy families and individuals in designing and executing diverse philanthropic strategies. Her expertise spans philanthropic advisory, strategic planning, fiduciary, risk management and private banking. In her current role, she is responsible for client service and growth of the private philanthropy business at Bank of America and Merrill Lynch. Ms. Howell is a graduate of University of Cork, Ireland, and the New England School of Banking.

Claire Costello
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 serves on the Advisory Board of Global Giving and the Board of Directors of the National Center for Family Philanthropy.

Stacy L. Allred
Stacy L. Allred
Director
Merrill Lynch Wealth Structuring Group

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.

Institutional Investments & Philanthropic Solutions ("Philanthropic Solutions") is part of U.S. Trust, Bank of America Corporation ("U.S. Trust"). U.S. Trust operates through Bank of America, N.A. and other subsidiaries of Bank of America Corporation ("BofA"). Bank of America, N.A., Member FDIC. Banking and fiduciary activities are performed by wholly owned banking affiliates of BofA, including Bank of America, N.A. Brokerage services may be performed by wholly owned brokerage affiliates of BofA, including Merrill Lynch Pierce Fenner & Smith Incorporated.

CIMA® is a registered certification mark of Investment Management Consultants Association Inc.

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