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The Rohr Group

Private Wealth Advisors

ONE LIBERTY PLACE

1650 MARKET STREET, FLOOR 29

PHILADELPHIA, PA 19103

800.263.4519

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About us

The Rohr Group

The Rohr Group is a leading wealth management team located in Philadelphia, Pennsylvania. We work with ultra high net worth families, corporate executives, institutions and endowments to provide a wide range of financial services, strategies and guidance. Overseeing more than $2.9 billion in client assets and liabilities as of April 22, 2016, we offer the intimacy and attentiveness of a boutique firm bolstered by the global resources and proven capabilities of Bank of America Merrill Lynch.

What Differentiates Us

At The Rohr Group we believe strongly in controlling the controllable. We speak plainly about three factors that impact client returns: fees, taxes and risk. We see these issues from a client’s vantage point. In discussing fees we point to net returns as the appropriate metric for client satisfaction not gross returns. In devising investment strategy we constantly weigh the impact of taxes on prospective returns gravitating toward lower tax investments when possible. In monitoring risk we offer access to Investment Policy Statement services for each investor, individual and institution alike so that that the investment plan we pursue aptly reflects individualized risk thresholds. By addressing risk in a detailed and personalized way we facilitate long term strategies that are not prone to fads or subject to the prevailing animal spirits in the capital markets.

By engaging in frank discussions with clients about controllable factors we better position ourselves to react to the unanticipated events that invariably arise in the financial markets. We are experienced and humble enough to realize that no one, however prescient, can anticipate every crisis in the global financial markets. We gain our competitive edge by applying our judgment and experience to control the controllable factors that advance client interests.

Our Dual Focus is Strategic and Tactical

We apply a strategic and tactical focus in managing client wealth. Our strategic component reflects a client’s risk threshold, time horizon, cash flow needs and special family circumstances or portfolio holdings. Our tactical component responds to the day to day impact of political, financial, and tax considerations. By marrying these two approaches we are nimble in adjusting our wealth management approach avoiding the common pitfalls of group think and reversion to the mean.

Attuned to the Needs of Institutions

Specially designated as a Global Institutional Consultant, The Rohr Group is attuned to the challenges and opportunities facing institutions and endowments. We believe strongly in cultivating and enhancing the financial knowledge of institutional clients to promote their long term sustainability and self reliance. We recognize the critical role of governance, leadership continuity, fundraising and financial security to the health and fulfillment of these organizations and align our efforts to enhance the effectiveness of their overarching missions.

Our Range of Services

We provide a range of services that reflect the needs of ultra affluent individual and institutional clients:

  • Asset allocation
  • Investment management
  • Traditional and alternative investment selection
  • Bank financing management through Bank of America, N.A.
  • Liability and insurance oversight
  • Integrated lifetime, estate planning services and succession strategies
  • Trust structures and administration, compliance and reporting
  • Philanthropy: integrated charitable plans and family foundations
  • Concierge services: travel, domestic staff management and elite services
  • Cash flow management: bill payment

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

    Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

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

    CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

  • Meet the team

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    Peter Rohr

    Managing Director

    Private Wealth Advisor

    215.587.4731

    215.587.4731

    peter_rohr@ml.com

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    William J. Leckey

    Senior Vice President

    Wealth Management Advisor

    610.687.7944

    610.687.7944

    william_leckey@ml.com

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    Susan Butler

    Officer

    Private Wealth Relationship Manager

    215.587.4683

    215.587.4683

    susan_b_butler@ml.com

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    Gary Baker

    Private Wealth Relationship Manager

    215.587.4214

    215.587.4214

    gary_baker1@ml.com

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    Scott Rollick

    Assistant Vice President

    Private Wealth Analyst Investments

    215.587.4659

    215.587.4659

    scott_rollick@ml.com

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    Bruce Spartz CFA

    First Vice President

    Private Wealth Analyst Investments

    215.587.4641

    215.587.4641

    bruce.spartz@ml.com

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    John Zimmerlink, Jr.

    Assistant Vice President

    Private Wealth Analyst Business Management

    215.587.4689

    215.587.4689

    j.zimmerlink@ml.com

    Add to address book

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    Meet the team

    Peter Rohr

    Managing Director

    Private Wealth Advisor

    215.587.4731

    215.587.4731

    peter_rohr@ml.com

    Add to address book

    Read Bio

    William J. Leckey

    Senior Vice President

    Wealth Management Advisor

    610.687.7944

    610.687.7944

    william_leckey@ml.com

    Add to address book

    Read Bio

    Susan Butler

    Officer

    Private Wealth Relationship Manager

    215.587.4683

    215.587.4683

    susan_b_butler@ml.com

    Add to address book

    Read Bio

    Gary Baker

    Private Wealth Relationship Manager

    215.587.4214

    215.587.4214

    gary_baker1@ml.com

    Add to address book

    Read Bio

    Scott Rollick

    Assistant Vice President

    Private Wealth Analyst Investments

    215.587.4659

    215.587.4659

    scott_rollick@ml.com

    Add to address book

    Read Bio

    Bruce Spartz CFA

    First Vice President

    Private Wealth Analyst Investments

    215.587.4641

    215.587.4641

    bruce.spartz@ml.com

    Add to address book

    Read Bio

    John Zimmerlink, Jr.

    Assistant Vice President

    Private Wealth Analyst Business Management

    215.587.4689

    215.587.4689

    j.zimmerlink@ml.com

    Add to address book

    Read Bio