Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
2029 CENTURY PARK E.
CENTURY CITY, CA 90067
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Adam Gold is proud to have joined Merrill Lynch Wealth Management in 2018. As a Financial Advisor in Century City, Los Angeles, Adam continues his extensive history of investment management experiences dating back to his earliest college days.
Prior to Merrill, Adam was the Founder & Managing Partner of Espial Capital Management in 2012. As the Fund’s Chief Investment Officer, he led a team based in New York City investing in growth securities around the globe. Adam launched Espial’s philanthropic endeavor – the Espial Foundation in 2013. Their mission focuses on supporting TECH non-profits [Technology | Education | Children | Health], with a keen emphasis on helping underserved students learn to code and helping to combat climate change in urban cities.
In 2014, Adam moved to Silicon Valley, California to immerse himself in the heart of technology innovation. His investments with Espial Ventures include intensive work with startups that quantify the elements of the earth to help people better understand the air quality, water purity, and food contamination around them.
Prior to founding Espial Capital, Adam was a Portfolio Manager at Gilder Gagnon Howe & Co (GGHC) and Technology Research Analyst at Coatue Management, two investment management firms based in New York. Adam began his career freshmen week at EnTrust Capital as an Intern, Summer Analyst, and Technology Research Analyst upon graduation.
Graduating early from New York University’s Stern School of Business in 2004, Adam was awarded numerous honors and distinctions. He holds a Bachelor of Science degree, graduating Magna Cum Laude with double-majors in Finance and Accounting, and a minor in Journalism & Mass Communication.
Adam recently bought his first home in Sherman Oaks Hills with his fiancé Kate, a product software and user experience designer, and their one-year old Maltese puppy Alfie.
Our advisors and client associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as teaching children to code and combatting climate change.
New York University - Stern School of Business
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Your advisor is a click away within our site or mobile apps
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.