Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
I started my career in financial services in 1984 and prior to joining Merrill Lynch, I worked at Nomura Securities and Morgan Stanley, providing international equity portfolio guidance to institutional investors and hedge funds in the US and Europe. My financial services career has involved extensive travel in Europe and Japan as well as the US which I have enjoyed immensely.
Educational background and certifications:
I graduated from Yale University with a B.A. in Economics and subsequently received an M.B.A from New York University Stern School of Business. I have also received additional academic training in the areas of finance and management from the London Business School and the IMD Business School (Switzerland). Additionally, I have completed the retirement planning program at the College for Financial Planning and I hold the Chartered Retirement Planning Counselor SM (CRPC®) designation.
International experience has been a significant and enjoyable part of both my personal and my professional life. I was born in the Philippines, lived in Tokyo and London, and have international adoption experience in Romania and Guatemala. I am active in my local church and I also enjoy golf, tennis, skiing, hiking and playing with my dog. I live in Greenwich with my wife and two children who are a great source of joy in my life.
New York University Stern School of Business
Phillips Academy Andover
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Insurance Associate Specialist
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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.
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