The Corbellini, Emanuelson & Kalyandurg Group

300 Crescent Court
Suite 1300
Dallas, TX 75201
Toll-free: 800.477.1264

Download Our Brochure

Insight. Perspective. Professionalism.

The Corbellini, Emanuelson & Kalyandurg Group provides private banking and investment services to a select group of individuals, couples and families with substantial wealth. Our clients include some of the country’s foremost business owners, entrepreneurs, corporate executives, private equity investors and well-known professional athletes.

As Private Wealth Advisors, we focus on helping you decode the complexities of your wealth and capitalize on the opportunities that come with it. We make it our mission to understand your needs, your goals, the dynamics and priorities of your family, and how you envision your eventual legacy.

Managing your wealth requires insight, perspective and professional skill. With over 72 years of combined experience, we pride ourselves on understanding what our clients are looking for and the risks they are willing to take.

300 Crescent Court
Suite 1300
Dallas, TX 75201
Toll-free: 800.477.1264

Download Our Brochure

"Our private wealth management work is client-centered, customized and based on the targeted application of our knowledge, experience and skills."

William J. Corbellini

Managing Director–Wealth Management
Private Wealth Advisor
Senior Portfolio Manager, PIA Program

Sophisticated Services for Clients With
Substantial Wealth

We believe that the values, commitment and strong work ethic we share as a team are closely aligned with those of our clients. It is gratifying to us that many of our client relationships have thrived for years, some even spanning decades. We seek to build genuine relationships based on trust, confidence and mutual respect.

While most clients with substantial wealth have similar primary needs—including wealth preservation, consistent cash flow and tax minimization strategies for the eventual transfer of wealth to the next generations—no two clients are the same. Each individual or family has a distinct personality, worldview, priorities and hopes for the future. Our team is driven to find the most sensible investment strategies for your unique needs and circumstances.

Expansive, Customized Services

We strive to be effective and efficient at addressing a range of financial issues. Over the years, we have expanded the scope of our services to help meet the evolving requirements of clients. Although you may not currently need these specialized services, they may become important to you as you adapt your wealth strategy to the changes in your life that will inevitably occur. They include:

  • Trust and Estate Planning Services
  • Intergenerational Wealth Transfer Strategies
  • Concentrated Stock Management
  • Access to Secured and Unsecured Personal and Commercial Lending
  • Portfolio Risk Management
  • Tax Minimization Strategies
  • Philanthropy and Charitable Giving
  • Business Succession Planning
  • Family Office Services, including financial education "boot camps" for the next generations

Investment Products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Banking Products are offered by Bank of America, N.A.

300 Crescent Court
Suite 1300
Dallas, TX 75201
Toll-free: 800.477.1264

Download Our Brochure

"We believe your investment portfolio should be the financial power behind your long-term wealth strategy."

Dwight H. Emanuelson Jr.

Managing Director–Wealth Management
Private Wealth Advisor
Senior Portfolio Manager, PIA Program

Structuring Your Individual Portfolios

Our investment approach is driven by your needs and what you expect from us. What do you want to accomplish with your wealth? What are your aspirational goals and how much risk are you comfortable taking to reach them?

Your asset allocation, the investments we recommend for you, and the way we oversee your portfolio depends largely on your risk tolerance, time horizon, liquidity needs, your objectives and your experience as an investor.

Lifestyle and Liquidity

Typically, we will first determine your liquidity needs, then stress-test alternative portfolio structures that help us determine your tolerance for risk. Using these base models, we may recommend the use of diversified investments that can help reduce risk for the portion of your portfolio aimed at preserving your wealth and maintaining your lifestyle.

We may diversify further by suggesting the inclusion of low-correlated asset classes such as commodities, global fixed-income and nontraditional investments. We may seek market out-performance by recommending that you over- or under-weight allocations to domestic equities, developed market foreign equities and high-yield bonds.

Aspirational Wealth

Depending on your overall strategy, a portion of your portfolio can be earmarked for aspirational wealth. We can guide you in taking measured risk to potentially enhance return, using vehicles such as alternative investments. If appropriate, and in order to enhance the cash flow from a portfolio, we might advise you to consider incorporating discretionary investment models that are designed to generate additional income.

300 Crescent Court
Suite 1300
Dallas, TX 75201
Toll-free: 800.477.1264

Download Our Brochure

"We strive to give you a clear picture of your financial standing and offer well-considered strategies for preserving and maintaining your assets."

Raj S. Kalyandurg

Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Portfolio Manager, PIA Program

Diligent Attention to Managing Risk

Managing risk is a fundamental aspect of wealth management. Many clients think of risk management only in terms of price volatility, but we take a broader view. We consider drawdown risk, purchasing power risk and the impact of taxes.

As your Private Wealth Advisor, we guide you through every phase of our wealth management process to give you an understanding of how your personal tolerance for risk affects allocation strategies, investment selection and potential returns.

We can help you to potentially minimize risk by looking at how the various components of your financial life work in concert. We take all of your assets and liabilities into consideration and use a risk allocation framework to assess the elements of risk in your net worth. Drawing upon this risk allocation framework is critical to selecting appropriate assets for your portfolios.

300 Crescent Court
Suite 1300
Dallas, TX 75201
Toll-free: 800.477.1264

Download Our Brochure

"Our advice and guidance reflect our deep understanding of you and your needs, our insights into the investment marketplace and the strategic thinking of our most senior professionals."

– The CEK Group

  • William J. Corbellini

    William J. Corbellini

    Managing Director–
    Wealth Management
    Private Wealth Advisor
    Senior Portfolio Manager
    PIA Program

    Phone: (214) 303-5810
    E-mail:
    william_corbellini@ml.com
    View Profile

  • Dwight H. Emanuelson Jr.

    Dwight H. Emanuelson Jr.

    Managing Director–
    Wealth Management
    Private Wealth Advisor
    Senior Portfolio Manager
    PIA Program

    Phone: (214) 303-5812
    E-mail:
    dwight_emanuelson@ml.com
    View Profile

  • Raj S. Kalyandurg

    Raj S. Kalyandurg

    Senior Vice President–
    Wealth Management
    Private Wealth Advisor
    Senior Portfolio Manager
    PIA Program

    Phone: (214) 303-5811
    E-mail:
    raj_kalyandurg@ml.com
    View Profile

William J. Corbellini

William J. Corbellini

Managing Director–Wealth Management
Private Wealth Advisor
Senior Portfolio Manager, PIA Program

Bill joined Merrill Lynch in 1984 and, as a founding member of the Group, he has been an architect of the team's investment approach. Bill focuses on the ultra-high-net worth segment, strategic planning and asset allocation for affluent investors, and he is qualified as a Senior Portfolio Manager in the Merrill Lynch Personal Investment Advisory® (PIA) program.

Bill earned a Bachelor's degree in Finance from the University of Colorado in Boulder, and he served as an officer in the U.S. Air Force. In addition, he served on the Advisory Council to Management for three years and the Private Banking & Investment Advisory Council for five years. These Advisory Councils formulate business strategies and address key issues to improve the client experience at Merrill Lynch.

Barron's magazine named Bill to its list of Top 100 Advisors in the U.S. in 2013. In 2009 and 2010, Barron's ranked him as the number one Financial Advisor in Texas. Away from the office, Bill's interests include working with the Children's Medical Center of Dallas and Big Thought, an organization focused on improving public education through creative learning.

Dwight H. Emanuelson Jr.

Dwight H. Emanuelson Jr.

Managing Director–Wealth Management
Private Wealth Advisor
Senior Portfolio Manager, PIA Program

With Merrill Lynch since 1984, Dwight serves as the primary equity strategist for the team. Additionally, Dwight is responsible for evaluating derivative strategies, structuring fixed-income portfolios and formulating asset allocation strategies for high-net-worth clients. He is a Senior Portfolio Manager within the Merrill Lynch Personal Investment Advisory® (PIA) program.

Dwight graduated magna cum laude from Washington and Lee University with Bachelor's degrees in both Economics and French. He is a current member of the board of trustees of his alma mater. Dwight has also served on the board of The Family Place and is currently on the advisory board of The Cattle Baron's Ball, as well as LaunchAbility Texas. He supports many charitable organizations in the community with his time and resources, including Crystal Charity Ball, Ability Connection Texas and UTSW Medical Center. In 2011, he was honored to receive the Each Moment Matters Award from the Presbyterian Community and Services Foundation.

Dwight was ranked by Barron's magazine as the number six Financial Advisor in Texas in 2010 and among the Top 1,000 Advisors in America in 2011.

Raj S. Kalyandurg

Raj S. Kalyandurg

Senior Vice President–Wealth Management
Private Wealth Advisor
Senior Portfolio Manager, PIA Program

Raj focuses on the team's strategic core portfolios, generating tactical opportunities and creating asset allocations strategies for affluent families. He joined Merrill Lynch in 1996. His experience also includes trust and estate planning services, philanthropic strategies and issues related to the sale of private businesses. He is a Senior Portfolio Manager in the Merrill Lynch Personal Investment Advisory® (PIA) program.

Raj holds a Bachelor's degree in Economics and Finance from the University of Texas at Dallas and graduated from the Financial Advisor Leadership Program, an advanced executive program sponsored by Merrill Lynch and taught by faculty from the Wharton School at the University of Pennsylvania. Raj was ranked the number 74 Financial Advisor in Texas in the 2010 Barron's Top 1,000 Advisors in America.

Involved in several community organizations, Raj is a charter member of TiE, a global organization promoting entrepreneurship. He also serves on the boards of the Greater Dallas Indo-American Chamber of Commerce, the American Indian Foundation and his son's Montessori New Beginnings Academy.

Sami A. Abboud

Sami A. Abboud

Vice President
Senior Financial Analyst

Sami joined Merrill Lynch in 1999 and is responsible for designing the team's approach to wealth management. He focuses on investment research, portfolio development opportunities and outside investment manager due diligence. Conducting both macroeconomic and investment-oriented research, he assists the team with its proprietary and client-specific customized strategies. While every client and situation is different, Sami's investment approaches are designed to be consistently innovative, forward-thinking and goal-oriented.

Recently, Sami graduated from the University of Texas at Dallas with a Global Executive MBA degree, specializing in global business implementation and emerging markets strategies. He was installed as a member of Beta Gamma Sigma, the international honor society. Sami pursued this program, as he sees it being critical to understanding today's corporate operations and fundamental concepts of international business, including macro-level environmental factors that affect global businesses. Sami is a member of the French-American Chamber of Commerce. He enjoys tennis, traveling and fitness training.

Thomas N. Pierce Jr.

Thomas N. Pierce Jr., CFP®

Senior Financial Analyst

Thomas began his financial services career in 1997. Since joining Merrill Lynch in 1999, he has been guiding clients in the areas of employee benefits, retirement and legacy planning issues. He has deep knowledge of the oil and gas business and advises a number of clients from that industry. Additionally, Thomas is responsible for assisting the team with fixed-income strategies, client asset allocation management and analysis, and evaluations of private equity and hedge fund investment strategies.

He graduated with a Bachelor's degree in Finance from Texas A&M University in College Station. Thomas earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc.

A proud member of the Texas A&M University Association of Former Students, Thomas is also involved with Ducks Unlimited, the world's leader in wetlands and waterfowl conservation. He enjoys hunting, fishing and watching sports.

Laurie J. Staten

Laurie J. Staten

Registered Senior Private Wealth Associate

Laurie is a deeply knowledgeable investment professional with almost 30 years of experience at Merrill Lynch. She draws on her wealth of experience in serving as the team's key relationship manager. In addition, she is responsible for the administrative duties associated with Rule 144 and Rule 10b5-1 plans. Laurie works as a volunteer with several organizations in her community. Recently, Laurie has taken several flying lessons with an interest in pursuing this hobby.

Sherah L. Yoder

Sherah L. Yoder

Registered Senior Private Wealth Associate

Since beginning her financial services career with Merrill Lynch in 1996, Sherah has been committed to providing exceptional service to clients and exceptional support to her colleagues. She has multiple responsibilities, including client account management and administering restricted stock sales, and draws on a deep knowledge of SEC Rules 144 and 10b5-1. Sherah resides in Plano, Texas. She enjoys watching NASCAR, spending time at the lake and cooking.

Kristina N. Tran

Kristina N. Tran

Registered Private Wealth Associate

Kristina started her career at Merrill Lynch in 2007 in the Houston Private Banking office. She earned a Bachelor of Arts degree from the Bauer College of Business at the University of Houston with a concentration in Finance and a minor in Sales. Kristina exclusively works as a key relationship manager for ultra-high-net-worth clients. She is proficient in Merrill Lynch products and handles all the administrative details for private placements, alternative investments, client events and new business development for the team. Kristina is an active member of the Dallas chapter of Junior League.

Daneé P. Ferranti

Daneé F. Riordan

Private Wealth Associate

Daneé joined Merrill Lynch in September 2011. She spent five prior years in the property management industry. She graduated from Mays Business School at Texas A&M University, where she earned a Bachelor of Business Administration degree in Business Management. Daneé supports the group in all areas of office logistics, account administration and client services. She is a member of the Texas A&M University Association of Former Students and enjoys spending time with family and friends, traveling and fitness training.

Dwight Emanuelson is registered to do business in:AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, PA, SC, TX, VA, WA, WY

William Corbellini is registered to do business in:AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TX, VA, WA, WY

Raj Kalyandurg is registered to do business in:AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, PA, SC, TX, VA, WA, WY

For questions regarding registration information please contact your Financial Advisor.
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