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Primack and Associates

Private Wealth Advisors

BANK OF AMERICA TOWER

ONE BRYANT PARK, FLOOR 28

NEW YORK, NY 10036

212.418.2820

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About us

Primack and Associates

We are an accomplished Private Banking and Investment Group team headquartered in Manhattan. We serve a select group of clients nationwide, developing customized approaches to streamline and simplify the complexities that significant wealth can entail. As advisors and guides, we take our work very seriously, seeking to optimize each client’s experience through intensive attention to detail, a deeply ingrained service ethic, and unwavering dedication to each client’s long-term success. Clients have entrusted us with approximately $773 million in balances as of July 19, 2016.

We are gratified to enjoy referrals as the primary source of organic growth, attesting to our client commitment. We seek to synthesize multiple facets and subsets of significant wealth, helping clients develop purposeful frameworks to deploy and transfer wealth effectively. Clients look to us for assistance in the following areas:

  • Tailored portfolio design
  • Concentrated and restricted stock strategies
  • Trust and estate planning services
  • Pre- and post-liquidity strategies
  • Wealth management planning and cash flow analysis
  • Philanthropic services
  • Access to structured lending through Bank of America, N.A.
  • Access to differentiated alternative asset classes
  • A Distinctive Clientele

    Our extensive experience has heightened our ability to distill the intricacies of financial complexity. We don’t dabble in significant wealth; we focus exclusively on those clients who require a deft hand in managing and stewarding their wealth. Our typical profiles include the following clientele:

  • Current and former executives of public and private companies
  • Hedge fund and private equity principals and founders
  • Entrepreneurs with concentrated assets
  • Media and entertainment professionals
  • Multi-generational families
  • Women undergoing personal transitions, such as divorce or death of a loved one
  • Smaller institutions that mirror the individual clients whom we serve
  • A Thoughtful and Disciplined Approach to Investing

    Portfolio design is one of our team’s strengths and an area to which we dedicate extensive attention and resources. We look to develop a diversified, non-correlated, defensive mix of investments across a spectrum of counter-parties and regions of the world. Mindful of down-side risk, we apply the intellectual capital of the firm and our first-hand experience in navigating diverse markets and themes to fashion customized allocations for each client.

    We offer a long-term perspective on the capital markets, avoiding reactive or headline-driven thinking, but mindful of new opportunities and tactical refinements. We are well versed in traditional and alternative investments, including hedge funds and private equity, as appropriate. Whatever the market environment, clients hear from us regularly and frequently. Transparency and communication are the foundations of our outreach; clients rely on us for robust and detailed investment analysis.

    Service and Accessibility at the Client’s Convenience

    Service is something that simply has to be experienced to be understood. Within our team, service is accorded the highest priority. Unabashed perfectionists, we are driven to exceed expectations.

    We’re privileged to serve a highly accomplished clientele, so we look to their timetable – not our own. Accessibility is a hallmark of our service model. When clients need answers, we pursue resolutions with relentless determination. Throughout each relationship, we are mindful that the work we do is deeply important to the clients we serve, impacting not only their lives, but the lives of the people and causes they cherish.

    Values that Infuse the Client Experience

    We are a team of problem-solvers. We enjoy working hard to discern solutions to challenging issues. When an answer is not apparent at the outset, we work in concert with in-house specialists and a client’s external tax and legal advisors to generate deliberate and thorough tactics and strategies. Above all, we look to deliver a delightful client experience, helping clients capitalize on the opportunities and resources at their disposal.

    Our founder, Nicole Primack, underscores our emphasis as a team: “I believe clients thoroughly appreciate the high level of service we deliver. We approach our work in a very serious, hands-on way; it’s what differentiates us from our competitors."

    We invite individuals, families, and institutions with distinctive needs and complex priorities to contact us to discuss their particular situations relative to our capabilities.

    Some or all alternative investments may not be suitable for certain investors.

    Asset allocation does not ensure a profit or protect against loss in declining markets.

    Meet the team

    Back to team

    Nicole Primack Andres

    Managing Director - Wealth Management

    Private Wealth Manager

    212.418.2820

    212.418.2820

    nicole.primack@ml.com

    Add to address book

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    Kimberly Ward

    Assistant Vice President

    Private Wealth Analyst Relationship Management

    212.418.2827

    212.418.2827

    kimberly_ward@ml.com

    Add to address book

    Read Bio


    Latest Thinking


    Back to overview

    Meet the team

    Nicole Primack Andres

    Managing Director - Wealth Management

    Private Wealth Manager

    212.418.2820

    212.418.2820

    nicole.primack@ml.com

    Add to address book

    Read Bio

    Kimberly Ward

    Assistant Vice President

    Private Wealth Analyst Relationship Management

    212.418.2827

    212.418.2827

    kimberly_ward@ml.com

    Add to address book

    Read Bio