Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Cal serves as a Financial Advisor at Merrill Lynch Wealth Management in Boston. His practice is focused on helping a select group of families and individuals manage their financial lives through their working years and into retirement. He provides families and individuals with advisory services that include investment management, financial strategies, estate and trust planning services, and home financing, insurance and socially responsible investing.
Cal began his career with Scudder, Stevens & Clark in 1997. He worked at Eaton Vance Investment Counsel from 2005 through 2016. More recently, Cal was a Portfolio Manager and Financial Advisor at Morgan Stanley. He is a graduate of Northeastern University with a B.S. in Financial and Accounting Management. He studied Mechanical Engineering and Economics at M.I.T. for three years.
Cal is highly involved in doing charitable work. He has enjoyed mentoring several youths and young men over the years, and he has run several Boston Marathons as a means to raise funds for charitable organizations. He served on the Board of Overseers at Big Brothers Big Sisters of Massachusetts Bay and on the Board of the Academy of Certified Portfolio Managers.
Cal lives in Beacon Hill and his interests include volunteering, traveling, playing softball and basketball, dancing, sailing and watching international films.
*NMLS ID 1573355
*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.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Spanish & English
Massachusetts Institue of Technology
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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
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
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.