The Bodner Sax Group

The Bodner Sax Group
Private Banking and Investment Group


ONE BRYANT PARK
28TH FLOOR
NEW YORK, NY 10036
877.872.8898

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Diverse access to a broad array of competencies

We offer a wide range of financial services to integrate the related facets of clients' financial lives:

A commitment to earn your trust and serve future generations

At The Bodner Sax Group, we have a keen appreciation for the needs of today's wealth while understanding the responsibilities wealth may require tomorrow. Our holistic approach to wealth management addresses more than just wealth preservation and enhancement, we also understand the importance of legacy education and enrichment. We work with clients to prepare their heirs to become responsible stewards of their family's legacy. From financial boot camps for young adults to family meetings, we work collaboratively with wealthy individuals and their families to be intentional about the impact of their wealth on themselves, their relations and their communities.

With the support of Merrill Lynch's Center for Family Wealth Dynamics & GovernanceTM, we seek to facilitate the smooth intergenerational transfer of wealth and values. We wish to empower ultra high-net-worth families to nurture the different dimensions of wealth and to be purposeful about sustaining their wealth and values across generations.

Serving clients and supporting causes

Over the years, The Bodner Sax Group has helped dozens of families achieve and position their unique charitable goals. Whether using a charitable trust, donor-advised fund or a foundation, we seek to maximize the benefit of a client's charitable contributions: to the causes they support, their personal fulfillment, and their financial profile.

The notion of "giving back" to those in need is a priority for The Bodner Sax Group. Collectively and individually, we have made significant contributions of both time and resources to several noteworthy organizations. We share a common dedication to serve those in need by engaging in thoughtful, effective and active philanthropy.

Organizations supported include:

  • American Cancer Society
  • Anti-Defamation League
  • Memorial Sloan Kettering Hospital
  • City Harvest

Eric Bodner is registered to do business in : AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, PR, RI, SC, TN, TX, VA, VT, WA

Ben Sax is registered to do business in : AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA

Jennie F. Sowers is registered to do business in : AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA

Andrew Rinaldi is registered to do business in : AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA

Adam Katz is registered to do business in : AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NJ, NV, NY, OH, PA, PR, RI, SC, TN, TX, VA, VT, WA

For questions regarding registration information please contact your Financial Advisor.
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