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The Behman Smith Group

Private Wealth Advisors

ONE FEDERAL STREET, FLOOR 24

BOSTON, MA 02110

617.946.8060

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About us

The Behman Smith Group

The Behman Smith Group is a nationally recognized wealth management team located in Boston. We work with a select number of ultra-high-net-worth clients who have sophisticated wealth management needs. As members of the Private Banking and Investment Group at Merrill Lynch, we address the intersection of multiple client priorities: personal, professional and philanthropic.

An Accomplished Clientele

We advise a number of senior executives at large public corporations, private equity partners, hedge fund principals, their family members and charitable foundations. We recognize the intricacies of each client’s situation and are skilled in addressing the regulatory requirements that accompany various sources of wealth. Our team is particularly adept in helping Section 16 officers and venture capital partners distill the nuances of non-qualified, performance, ISO and restricted stock strategies; 1202 stock issues; selling plans; and carried interest.

A Highly Tailored Experience

We pride ourselves on knowing clients and their family members very well. We begin by conducting detailed discussions to learn about the personalities and priorities that infuse their wealth management perspective. Clients relate what they want to accomplish with their wealth, along with their concerns and needs. By engaging in thoughtful, deliberate analysis of their goals, we are better prepared to devise strategy and tactics that align with each client’s profile.

We customize our offerings to each client, addressing the needs of the current generation with an eye to the needs of the next generation. Through wealth transfer strategies, educational seminars, and next-generation outreach, we help clients manage and structure their wealth so that it encompasses the family priorities that are most important to them.

An Integrated Approach to Life and Wealth

We are a single point of contact for a suite of strategies and services:

  • Investment management
  • Concentrated and restricted stock management
  • Wealth transfer strategies
  • Tax minimization strategies
  • Structured Lending
  • Next-generation education and stewardship
  • Philanthropic strategies
  • Meet the team

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    Marcie Behman, CIMA®

    Managing Director - Wealth Management

    Private Wealth Advisor

    617.946.8060

    617.946.8060

    marcie_behman@ml.com

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    Steven T. Smith, CIMA®

    Senior Vice President - Wealth Management

    Private Wealth Advisor

    617.946.8061

    617.946.8061

    steven_t_smith@ml.com

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    Patrick Malone

    First Vice President - Wealth Management

    Senior Financial Advisor

    617.946.4130

    617.946.4130

    patrick_malone@ml.com

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    Drew McCarthy

    Private Wealth Analyst Investments

    617.946.8071

    617.946.8071

    andrew.m.mccarthy@ml.com

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    Meet the team

    Marcie Behman, CIMA®

    Managing Director - Wealth Management

    Private Wealth Advisor

    617.946.8060

    617.946.8060

    marcie_behman@ml.com

    Add to address book

    Read Bio

    Steven T. Smith, CIMA®

    Senior Vice President - Wealth Management

    Private Wealth Advisor

    617.946.8061

    617.946.8061

    steven_t_smith@ml.com

    Add to address book

    Read Bio

    Patrick Malone

    First Vice President - Wealth Management

    Senior Financial Advisor

    617.946.4130

    617.946.4130

    patrick_malone@ml.com

    Add to address book

    Read Bio

    Drew McCarthy

    Private Wealth Analyst Investments

    617.946.8071

    617.946.8071

    andrew.m.mccarthy@ml.com

    Add to address book

    Read Bio