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- Trust & Estate Services2
- Education Funding Strategies1
Lifan Shen, CFA, has been advising select high-net-worth families, businesses and non-profit institutions since 2000. At Merrill Lynch, he is supported by a team with over four decades of experience in investments, estate planning services, intergenerational wealth transfer, philanthropy and lending. For over 17 years, Lifan has established a strong and consistent track record of serving clients, helping to grow and preserve their wealth through multiple challenging economic and market cycles and major life events. He has leveraged his deep investment experience and professional network to develop a disciplined and sustainable process that prioritizes prudent risk management, long-term growth, intelligent planning, tax minimization and transparency. Lifan has also worked closely with clients to design financial education programs tailored to meet their needs, often to instill financial literacy and responsibility in the next generation.
Lifan has developed a thoughtfully structured approach to wealth management that integrates each of a client’s key advisors – investment, legal, tax, business – coordinating them to create a system of checks and balances to help ensure optimal financial outcomes for the client and their family. He firmly believes that the only way to build a customized strategy that is both financially optimal and sustainable is to develop a genuine understanding of what a client hopes to achieve, what causes they care about and what keeps them up at night. Lifan seeks an open and collaborative relationship with each client, actively listening and learning in order to gain insight that extends beyond their balance sheet to their values and their financial and emotional decision-making processes.
Prior to joining Merrill, Lifan advised clients in the Private Client groups of Goldman, Sachs & Co. and the J.P. Morgan Private Bank. As a Vice President at Goldman, his primary responsibility was to advise over fifty senior Goldman Sachs partners on their personal investments and devising and implementing their financial planning strategies. Lifan led a team of six analysts and traders, actively managing equity, fixed income and alternative investment portfolios for a group of clients that included Goldman’s Chief Executive Officer, Co-President, Chief Financial Officer, Co-Heads of Trading and other members of the Management Committee.
Lifan also spent time as an investment analyst at Sirios Capital, a $4bn hedge fund where he developed long and short public market investment ideas and authored an investment primer for the European luxury goods industry.
Lifan earned an MBA in Finance and Accounting from the Wharton School of the University of Pennsylvania and an AB in Economics from Dartmouth College where he rowed on the Men’s Crew team. He is an active alumnus of Dartmouth, having served as his class’ Reunion Chair among other philanthropic and mentorship activities both on and off campus. He is a member of the New York Society of Security Analysts and the CFA Institute, and is a holder of the Chartered Financial Analyst (CFA) designation.
Lifan and his family immigrated to the United States, arriving in New York City when he was one year old. He currently resides in the same downtown Manhattan neighborhood where he attended high school and where he now passionately supports programs that help other low income immigrants build a productive life. Lifan is also a Pipeline Member of charity:water, a non-profit organization focused on providing clean water resources to developing countries.
In his spare time, Lifan is an avid boxer and runner who recently completed his first New York City Marathon and is training for his second.
Chartered Financial Analyst and CFA are registered trademarks of the CFA Institute.
Note: Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.
University of Pennsylvania Wharton School
We along with your tax professional can help you understand how it might affect your investment strategy
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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.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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We will work to help you stay on track, regardless of what the markets are doing.