The RVR Group

Private Wealth and Wealth
Management Advisors


  • Welcome
  • Who We Work With
  • Specialized Services
  • Integrated Approach
  • Meet Our Team

Private Banking and Investment Group

The Private Banking and Investment Group provides tailored solutions to help meet the distinct needs of individuals and families with substantial wealth. Clients are served with a boutique-like approach by teams of rigorously trained and experienced advisors who are skilled in working with wealthy clients, their families and businesses. Clients can enjoy a caliber of resources and future-focused strategies that is typically reserved for the world's largest enterprises.

The PBIG Accreditation Program identifies financial advisors who demonstrate the technical proficiency necessary to deliver exceptional service exclusively to ultra-high-net-worth individuals. The program assesses a team's business model and skill in the strategies and solutions that best address the needs of those clients. Advisors must pass an oral assessment process to become private wealth advisors.

Merrill Lynch

Merrill Lynch offers a broad range of brokerage, investment advisory and other services, including insurance and investment analytics. Our advisors are available to work closely with clients' other trusted advisors, including accountants and attorneys. We can provide access to trust and estate planning services through Bank of America specialists.

Helping Clients Pursue the Financial
Outcomes They Desire

The RVR Group, founded in 1996, understands that managing substantial wealth is an intricate balance. On the one hand, we work to harness the far-reaching global potential of wealth through strategies as complex as the investment of profits from the sale of a company. On the other, we apply an equally adept focus on the human side of great wealth, providing services that may be as personal as the passing of an inheritance to the younger generation or based on values that guide your philanthropic efforts.

Drawing on approximately two decades of professional experience, private wealth managers Rebecca Rothstein and Mark Varo concentrate on serving a select number of ultra-high-net-worth individuals and families. This allows them to devote the necessary time and understanding to help each client address the financial challenges—including retirement and tax minimization—that can accompany great wealth.

To deliver the personal attention and responsiveness they believe clients deserve, Rebecca and Mark partner with Evan Rothstein and Edward Ahn, Merrill Lynch senior financial advisors who can add insurance and investment analytics to the RVR Group's overall capabilities, in addition to providing access to Bank of America's trust and estate planning services. This emphasis on teamwork helps us create a personalized financial strategy for each client, including in-depth analyses, tracking and a wide range of targeted reports to help clients understand where they are and where they may be headed.

"We are committed to doing what it takes to respond to clients' requests, answer their questions and address their financial concerns."

Rebecca Rothstein
Managing Director–Wealth Management
Private Wealth Manager

An Elite Clientele With Special Needs
and Challenges

The RVR Group serves entrepreneurs, company founders, private business owners, public company executives, athletes, entertainers and real estate executives. Although each client is unique, all are driven, ambitious people who look to us to help address and coordinate their wealth management.

Business Owners and Entrepreneurs

We can assist corporate executives and entrepreneurs in a wide range of financial areas:

  • Business succession strategies
  • Wealth transfer and gifting strategies
  • Retirement plan services, including 401(k)s, profit-sharing programs, defined-benefit/pension plans and nonqualified deferred-compensation plans
  • Business insurance needs, including key-man and buy-sell policies

Through Bank of America, we can also offer access to help with:

  • Capital-raising strategies
  • Home financing
  • Credit and lending services, including securities-based lending
  • Commercial property lending
  • Lines of credit and cash management
  • Guidance with mergers, acquisitions and initial public offerings

Athletes and Entertainers

Because of the uncertainties of their professions, athletes and entertainers face special wealth management challenges. Whether you are just launching your career or are a successful veteran, we can assist you in managing your money and making sound investment decisions to help set you on the road toward your goals for the future.

"Our goal is to provide a strong foundation for building clients' wealth with reduced volatility. We seek to maximize returns based on a client's tolerance for risk."

Rebecca Rothstein
Managing Director–Wealth Management
Private Wealth Manager

A Single Point of Contact for Your
Wealth Management

We supplement our own knowledge and experience with the thought leadership of Merrill Lynch and access to the banking convenience of Bank of America. Drawing on the insights of specialists and analysts from around the globe helps us provide sophisticated services designed to tend to the different elements of clients' financial life, no matter how complex.

Concentrated Stock and Equity Compensation Strategies

We are well versed in helping manage complex compensation packages, including company stock options, restricted stock and nonqualified deferred compensation. Based on your other holdings and risk tolerance, your expectations for future growth and your time horizon, we may recommend such strategies as creating liquidity through:

  • Open-market sales
  • Securities-based lending
  • Trading programs in compliance with SEC Rules 144 and 10b5-1

Trust, Philanthropic and Estate Planning Services

Tapping the resources of Bank of America, we can help you develop efficient and effective ways to support your philanthropic endeavors. In collaboration with specialists in trusts, philanthropy and institutional consulting, we can assist with:

  • Family foundations
  • Donor-advised and other charitable trusts
  • Estate administration and settlement

We can also work with trust and wealth structuring professionals to help you transfer wealth and develop strategies designed to help secure your family's legacy through vehicles like:

  • Living and irrevocable personal trusts
  • Family and marital trusts
  • Dynasty and other special-purpose trusts

Family Office Services

Working closely with the Merrill Lynch Family Office and your own accountants, attorneys and other professionals, we can provide family-focused services such as:

  • Special asset acquisition analysis
  • Financial statement reporting, personal cash flow planning, household account management and bill payment
  • Family partnership/LLC advisory services
  • Risk management and insurance consulting

"We're always speaking with clients and asking about what's going on in their lives. We look at every conversation as a way to discover more about them and help build investment portfolios that can help to provide a firm foundation for their long-term investment strategy needs."

Mark Varo
Managing Director–Wealth Management
Private Wealth Manager

A Holistic Approach Tailored to Your
Individual Needs

Managing substantial private wealth requires highly sophisticated strategies. We try to gain a complete picture of who you are and what you want to accomplish. This helps us develop customized strategies tailored to your needs, goals, time horizon, liquidity requirements and risk tolerance.

A notable strength of our practice is our ability to complement and collaborate with your circle of advisors—including agents, business managers, accountants, legal advisors and insurance professionals—to help integrate the various aspects of your financial life.

Professional Asset Management

A key element of our investment approach is a balanced portfolio, broadly diversified among various noncorrelated asset classes and often utilizing exchange-traded funds. In addition to allowing you to potentially benefit from different markets and sectors, diversification can help lower volatility, which is particularly important in today's variable financial environment. We examine your accounts monthly and adjust your allocations if the risk level is too high or too low, given your risk tolerance and financial goals.

"The diversity of our team from an age perspective allows us to relate to multiple generations of families. We can help address the different financial challenges presented at different stages in clients' lives, as well as those confronting their children and grandchildren."

Mark Varo
Managing Director–Wealth Management
Private Wealth Manager

Meet The RVR Group

Private Banking and Investment Group Professionals

Our private wealth managers and senior financial advisors provide clients with a direct line to all the resources and capabilities of a truly global investment firm—in ways that are more in keeping with a small, very exclusive boutique-like atmosphere. Concierge services, family meetings, and private seminars and events are all part of the experience.

Rebecca Rothstein
Managing Director–Wealth Management
Private Wealth Manager
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Mark Varo
Managing Director–Wealth Management
Private Wealth Manager
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Herman Quispe
Assistant Vice President
Senior Private Wealth Relationship Manager
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John Vukson, CIMA®
Assistant Vice President
Senior Private Wealth Relationship Manager
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Tim Leonard
Assistant Vice President
Senior Private Wealth Relationship Manager
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Jennifer A. Van Kleeck
Assistant Vice President
Senior Private Wealth Relationship Manager
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David M. Hubbel
Registered Private Wealth Associate
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Ricky Yang
Registered Private Wealth Associate
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Our Merrill Lynch Wealth Management Professionals

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Evan Rothstein, CIMA®
Senior Vice President - Wealth Management
Senior Financial Advisor
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Edward Ahn, CRPC®
Senior Vice President–
Wealth Management
Senior Financial Advisor
Retirement Benefits Consultant
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Our Merrill Lynch Wealth Management Associate

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Noah Kay
Registered Senior Client Associate
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