The Bollenbach Team, Private Wealth Advisors

Our Investment Philosophy

Risk management is fundamental to successful investing. We concentrate on preserving wealth while seeking investment opportunities that have the highest potential relative to underlying risk. We use traditional and alternative investments in building portfolios tailored to client goals. As a Private Banking and Investment Group team, we integrate sophisticated solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals which many are limited to affluent and institutional investors.

Our Focus

The Bollenbach Team works with affluent families to establish and maintain a pragmatic approach to wealth management. By harnessing the global power and renowned capabilities of Merrill Lynch and Bank of America, we address the needs of clients and their families. We focus on developing financial strategies that integrate professional goals, estate planning objectives, family dynamics, time horizons, lifestyle needs, and other personal factors. Our ultimate aim is to achieve a streamlined, thoughtful, and disciplined wealth management strategy that defines specific financial objectives and provides a road map for their attainment. We advise a handful of investors who are Fortune 500 executives, entrepreneurs, private investors, family businesses, and entertainment personalities.

Our Investment Selection

With the vast array of financial products and vehicles available, investors rely on our due diligence to select investments that address their needs. We continuously evaluate portfolio managers to gauge their performance and operational soundness. Our selection criteria are rigorous:

  • Proven track record of strong investment performance in varied markets
  • Team stability and cohesiveness with long-term tenures of key personnel
  • Sound risk management approach that mitigates downside risk
  • Our Competitive Edge

    The Bollenbach Team is specially trained to address the financial complexity that accompanies significant wealth. We recognize that affluent clients require sophisticated solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. We offer an approach that is personal, powerful, and distinctive, marked by the following characteristics:

  • Intimate one-on-one relationships so we can understand the core values of each client and provide customized advice that addresses individual needs.
  • Advice from a highly experienced wealth management team, who follow a rigorous training and internal accreditation process, highly focused on the complex financial needs of ultra-high-net-worth clients.
  • Full access to the combined global resources of Merrill Lynch and Bank of America, which are usually reserved for the world’s largest institutional investors and include one of the financial industry’s most robust selections of investment offerings.
  • A broad depth of services with solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals to help preserve financial independence, structure family legacies and direct capital to reflect each client’s values and goals.
  • Open, accessible and transparent relationships designed to help our clients feel confident and secure that we are working in their best interest.

    Disclosure

    Some or all alternative investments may not be suitable for certain investors. Solutions are based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals.

  • Christopher Bollenbach

    Private Wealth Advisor

    Chris Bollenbach has worked in financial services since 1990. He began his career at UBS/Paine Webber, where he worked for thirteen years in a number of management and leadership roles. Chris also held tenures at Sunkist Growers, Inc., where he was Director of Strategic Planning, and Citi Smith Barney, where he provided financial strategies and services to affluent clients. In 2011, Chris moved to the Private Banking and Investment Group at Merrill Lynch, where he directs a wealth management team focused on the needs of ultra-high-net-worth families and individuals.

    Chris is a graduate of the Robins School of Business at the University of Richmond. Active in philanthropy, Chris chairs the Bollenbach Family Scholarship Fund, which provides college tuition for approximately twenty underprivileged students each year. Chris is a past volunteer with the Academy of Business Leadership, the Ludwig Institute for Cancer Research, Music Matters, and the California Community Foundation.

    Chris and his wife, Kendra, live with their daughter Anastasia in the Little Holmby neighborhood of Westwood, California. He is an avid golfer, skier, and musician.

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    Christopher Bollenbach is registered to do business in : AZ, CA, CO, DE, FL, IL, KY, MD, NC, NJ, NV, NY, PA, TX, WI, WY
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    Michael Lynn

    Private Wealth Manager

    Michael Lynn began his career at Merrill Lynch in 2004 and has been with the firm for over a decade. He has significant experience in financial modeling, income forecasting, and trading execution. Through intricate case design, Michael helps clients preserve and grow their assets, create a stream of income for life, and leave a legacy for their loved ones.

    Michael holds an M.B.A. from the Marshall School of Business at USC and a B.S. in Personal Finance from the University of Wisconsin. He is a Chartered Retirement Planning CounselorSM professional (CRPC®), a designation earned from the College for Financial Planning. Michael is an e-council board member of NFTE - The Network for Teaching Entrepreneurship which provides programs that inspire young people from low-income communities to stay in school, to recognize business opportunities and to plan for successful futures.

    Michael lives in West Los Angeles, California, and enjoys running, attending alumni sporting events, and traveling internationally.

    CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
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    Michael Lynn is registered to do business in : AZ, CA, CO, DE, FL, GA, KY, MD, MN, NC, NJ, NV, NY, TX, WI, WY
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    Cole Barris

    Registered Analyst

    Cole Barris has worked in financial services since 2013. He began his career as a Client Associate with J.P. Morgan Securities, the wealth management division of J.P. Morgan. His responsibilities included identifying new business opportunities in the high and ultra-high net worth market segments. Prior to his career in financial services, Cole was a youth soccer trainer in his hometown in the New York metropolitan area.

    As a Registered Analyst, Cole is responsible for analyzing markets and investments, as well as quantifying risk. He monitors client portfolios, performs market research, and due diligence on investment managers.

    Cole earned a B.A. in Business Administration with a concentration in Finance from Boston University. He lives in West Los Angeles, California and enjoys a variety of outdoor activities including golf, soccer, skiing and tennis.

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    Marion Johnson

    Private Wealth Assoc

    Marion Johnson is a Private Wealth Associate on The Bollenbach Team in the Merrill Lynch Private Banking and Investment Group. In this position, Marion acts as the main liaison between clients and the Bollenbach team. He tracks down timely client resolutions, prepares clients reports and communications, and oversees the operational and administrative needs of the team.

    Marion earned a B.A. in Financial Economics from Columbia University in the City of New York in 2014. He lives in West Los Angeles, California, and enjoys architectural design, editorial photography, and music production.

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    Christopher Bollenbach is registered to do business in : AZ, CA, CO, DE, FL, IL, KY, MD, NC, NJ, NV, NY, PA, TX, WI, WY

    Michael Lynn is registered to do business in : AZ, CA, CO, DE, FL, GA, KY, MD, MN, NC, NJ, NV, NY, TX, WI, WY

    For questions regarding registration information please contact your Financial Advisor.
    The Bollenbach Team

    Private Wealth Advisors

    2049 CENTURY PARK EAST 
    Floor No. 11
    LOS ANGELES, CA 90067 

    Phone(310) 407-4929

    Christopher Bollenbach ( view profile )
    Private Wealth Advisor

    (310) 407-4929

    Michael Lynn ( view profile )
    Private Wealth Manager

    (310) 407-3932

    Cole Barris ( view profile )
    Registered Analyst

    (310) 407-3971

    Marion Johnson ( view profile )
    Private Wealth Assoc

    (310) 407-3997








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