Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I started my career in financial services in 1984 and prior to joining Merrill Lynch Wealth Management, 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 (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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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Bank of America, N.A.
Insurance Associate Specialist
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.