Private Wealth Manager
Vishal Bakshi offers wealth management/investment advice/guidance to an exclusive group of clients that includes entrepreneurs, business owners, CEOs, or board members of Fortune 500 companies and professional sports team owners. Like many of the clients he serves, he has worked hard to overcome initial disadvantages and excel in his chosen educational and career paths. Vishal grew up in public housing in Buffalo, New York, and helped to support his family financially while he was still in high school. He went on to earn a bachelor’s degree in mechanical engineering from the General Motors Institute while working for the automotive manufacturer. He was also one of the youngest undergraduates at the time to be admitted to Harvard Business School, where he received his MBA.
In 2013, Vishal was ranked number 20 on Barron’s list of America’s Top 100 Financial Advisors. (He was included in Barron’s Top 1,000 Financial Advisors in 2012 and 2013, and on its Top 1,200 Financial Advisors list in 2015.) Before he joined Merrill Lynch in 2013, Vishal was a managing director in private banking at Credit Suisse, where he spent 12 years. Earlier in his career, he was a supervisor at General Motors, and a business development manager at Bertelsmann Media Group. Through this experience, Vishal has developed insights into the corporate world and takes a different perspective on investing.
Vishal is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies. These may incorporate individual stocks and bonds, Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a portfolio manager may manage his strategies on a discretionary basis.
Fluent in American Sign Language, Vishal is active with Aspire of Western New York, a support organization for people with disabilities. He also participates in Cycle for Survival, a unique charity that raises funds for rare cancer research. He resides in Westchester County, New York, with his wife, Kelly, and their two children, Kyan and Kasar.