Global Institutional Consulting
We take the time to listen and learn about the needs and goals of your institution and the people it serves – it’s these real-world insights that guide our strategies and personalized service.
My mission is simple: to help institutional investors pursue their goals through insightful investment guidance and thoughtful management of their financial assets.
We listen. We educate. We help you make decisions that advance the goals of your organization. We assist and guide your institution's investment stewards in carrying out their fiduciary responsibilities.
We look at your organization as a whole. We work with both sides of your balance sheet. We believe that your investment policy should be in harmony with both the shorter- and longer-term goals of your institution. We help you to understand and measure how liabilities may impact the construction of your investment portfolio.
Our approach is hands-on. We seek to support and enhance the capabilities of the Investment Committee, the chief financial officer and the back office. We know how to integrate with your staff and key outside advisors.
• For CFOs coping with tight operating budgets, we can serve as a valuable off-balance-sheet resource that can supplement internal resources.
• For boards of trustees or investment committees, we offer in-depth analysis, strategic perspective, industry best practices and investment guidance. We are experienced in building consensus at the committee and board level, a skill that is important to almost every institution.
As a client, you will have access to a broad spectrum of services: traditional consulting, client-directed implementation, full discretionary authority (OCIO) —depending on your resources and desire to delegate.
As a Bank of America Merrill Lynch Global Institutional Consultant, Ben is among a select group of highly qualified and credentialed consultants who can provide the in-depth knowledge and customized service and assistance institutional investors need to navigate today’s financial landscape and be responsive to evolving market trends.
Ben's career is focused on helping institutional clients meet the investment needs that their unique and often complex situations require. For the 16 years prior to joining Merrill Lynch, Ben worked within the institutional investment division of SunTrust Bank as Director. Ben's client focus is Colleges, Universities, Private Schools, Public and Private Health Systems, Family Foundations, Arts and Cultural organizations, Florida Property & Casualty Insurers and Corporate Retirement Benefit Plans. Ben is a Board Member for the Boy Scouts of America North Florida Council; and has served on their investment committee, endowment committee and audit committee. He earned his B.A. from Syracuse University and holds the CIMA® professional designation.
We put the resources and intellectual capital of Bank of America and Merrill Lynch to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk and help fulfill their missions.
We provide access to a full suite of investment solutions to help you manage assets for non-profit organizations, foundations, endowments and corporate retirement and pension plans. Our level of involvement is based on your preference — from traditional consulting, to client-directed implementation, to full discretionary outsourced CIO services. We work with your CFO, board of directors and investment committee to develop a tailored investment strategy that is consistent with your culture, goals, preferences and risk profile.
We follow a disciplined process that helps to address your organization’s changing needs and provides you with a potentially higher probability of achieving your long-term investment goals.
Act as liaison between institutional clients and Merrill Lynch’s Investment Policy Statement (IPS) service, which creates and modifies an IPS, based on the client’s investment goals and objectives.
Customizable asset allocation based on the Merrill Lynch insightful capital market assumptions.
Recommend investment solutions leveraging Merrill Lynch’s thorough and rigorous due diligence process.
Advanced portfolio construction techniques combined with client specific objectives and Merrill Lynch’s capital market guidance.
Leverage Merrill Lynch’s global intellectual capital including tactical tilts to help increase returns.
Monitor, quantify and evaluate performance to identify opportunities to refine the portfolio’s overall strategy, based on the Investment Policy Statement.
We understand the issues nonprofits, endowments and foundations address in funding their missions in an ever-changing financial climate. Drawing on the global resources of Bank of America Merrill Lynch, we offer insight, guidance and personalized service to help institutions develop and execute investment strategies focused on what matters most to them and the people they serve.
Consider the broad spectrum of our investment management and advisory solutions, including:
Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
Whether your defined benefit plan is an active part of your overall benefit offering, is closed to new participants, or fully frozen, Bank of America Merrill Lynch’s service model allows you to outsource the many administrative tasks associated with the maintenance of a pension plan to fulfill plan obligations and manage risk.
Key services include:
To help you meet your fiduciary responsibilities, we can offer investment solutions which are vetted by the investment due diligence process of the Chief Investment Office (CIO). Merrill Lynch will accept ERISA 3(21) fiduciary responsibility for the investment advice provided through DCIC. We believe that putting the expertise of a specialized Merrill Lynch financial advisor to work for your plan is a smart solution to help you meet your fiduciary responsibilities. We can offer thoughtful advice on how to create an investment lineup that fits your organization’s needs, as well as provide support to help manage investments over time.
When you work with us you benefit from the experience and knowledge we’ve gained from working with many institutions across the nation. We’ll bring all the latest thinking,insights and research from across Bank of America Corporation:
Bank of America Merrill Lynch Global Commercial Banking (GCB) provides a full range of commercial banking services to help your organization meet today’s challenges head-on and fuel sustainable growth. Specialists are committed to providing institutions like yours with banking solutions, including cash management and lending as well as investment solutions through Merrill Lynch. GCB offers institutions solutions to help increase cash flow, streamline benefits plans and expand geographically. GCB brings clients the full capabilities of Bank of America Corporation and its affiliates paired with local service.
Merrill Lynch Wealth Management (MLWM) provides access to market knowledge and financial experience. Merrill Lynch can help your organization make decisions that suit its needs and goals. Our education and insights can help your organization understand what’s driving today’s markets and tomorrow’s potential global opportunities. MLWM serves clients across the wealth spectrum, with personal advisor relationships that helps each individual investor plan for and pursue their unique financial goals.
“Bank of America Merrill Lynch” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S) and Merrill Lynch Professional Clearing Corp., both of which are registered as broker-dealers and members of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. Merrill Lynch, Pierce, Fenner & Smith Incorporated and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA.