Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Varyk Kutnick’s practice as a Financial Advisor and Portfolio Advisor with Merrill Lynch focuses on the complex financial needs of individuals and families who value clear minded intellectual diligence. In addition to providing traditional advice and guidance, Mr. Kutnick customizes clients’ investment objectives by recommending individual or any combination of Merrill Lynch or approved third-party investment managers’ strategies, funds or portfolios. His philosophy helps tailor impactful financial outcomes for clients by combining behavioral discipline with the financial components of investing to bring about a personalized understanding of client goals and the purpose for their wealth. Success for him means crafting a professional framework to preserve clients’ financial independence while delivering sound advice and guidance in straightforward and understandable terminology. In addition based out of Greenwich, Connecticut, Mr. Kutnick not only provides investment insights of Merrill Lynch but also easy access to the banking convenience of Bank of America.
Before joining Merrill Lynch, Mr. Kutnick skied professionally five years while simultaneously pursuing business studies at the University of Colorado's Leeds School of Business. As a sponsored skier, he podiumed in freestyle events and skied with the world's most celebrated Olympians on multiple continents. His web presence attracted hundreds of thousands of followers. Mr.Kutnick was also photographed, interviewed and featured in numerous magazines, talk shows and international award winning ski films.
Reflecting on how his successful freestyle ski career bolsters his financial acumen, Mr. Kutnick claims there is “no better preparation for quickly and effectively evaluating risk and assessing choice -- both on the slopes and off.” The same rapid fire reactions which allowed him to successfully surmount unforeseen obstacles and tackle difficult mountains in adverse conditions, now help him calibrate the best course in our uncertain financial environment by enhancing his efficiency, forthrightness, and transparency while allowing him to make sound decisions based on a fast moving, unquantifiable, ever changing standard of financial variables. Drawing from his eclectic background, Mr. Kutnick forges investment strategies ahead of the pack while minimizing risk and offers an intuitive understanding of how the larger financial picture impacts clients’ needs. For Mr. Kutnick, managing client wealth goes beyond numbers and creating value means keeping a wide variety of financial options continuously in play --- the natural byproduct of this investment strategy is a double edged goal-oriented system that works to preserve and enhance client wealth.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Colorado’s Leeds School of Business
We along with your tax professional can help you understand how it might affect your investment strategy
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Sr Structured Credit Exec-R
Wealth Management Lending Officer NMLS # 78196
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help achieve what's most important to you.
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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. 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.
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We will work to help you stay on track, regardless of what the markets are doing.