Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
I provide the insights of a banker, financial advisor, and investment manager focused on the financial flexibility of working professionals and their families. Based in downtown Boston, I serve clients in New England and beyond who want the power to focus on what matters most to them.
Ethan has worked on behalf of individuals, private families, small businesses and public institutions since 2006, striving for better outcomes in their highest interest. In his practice as a financial advisor today, he guides the wealth management process by focusing on why instead of what. He believes this emphasis is true goals-based, mission-driven advisory.
Prior to joining Merrill Lynch Wealth Management, Ethan worked as an appraiser and dealer of fine stringed instruments in Boston and New York, directing the sales of historically-important rare violins by the Stradivari, Guarneri, and Amati families of 18th Century Italy. In 2011 he led the auction of a world-record setting violin, the 'Lady Blunt' Stradivarius of 1721, for $15.9 million. He has handled thousands of additional instruments on behalf of musicians and collectors and continues to hold the principle of stewardship as central to his professional purpose.
Ethan earned his Master of Business Administration (MBA) and Master of Science in Finance (MSF) from Northeastern University and lives in Boston with his family.
He warmly invites your inquiries and looks forward to assisting with what you value most.
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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.
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complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.