Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Michael Hollihan brings his experiences as an international financial advisor to an affluent clientele residing domestically and abroad. Michael’s disciplined approach and familiarity with opportunities in emerging markets with a focus on successful business owners and religious institutions.
“My education and work experience have taught me to read a company’s balance sheet, for example, and identify needs of debt or capital financing. This can prove especially valuable to business owners,” Michael explains. “I also call upon Bank of America on behalf of entrepreneurs seeking financing in capital markets to assist wealth. Business owners’ personal wealth can be tied to their business and I need to help them manage both.”
Before joining Merrill Lynch in 2002, Michael’s career took him from The Central Bank of Ecuador to an asset management firm. During that time, Michael gained extensive knowledge in the areas of global fixed Income and high yield debt, currencies, commodities, and alternative investments* in emerging markets.
Beyond managing clients’ portfolios, Michael helps clients explore their goals for succession planning and optimizing intergenerational wealth. In this respect, Michael collaborates with specialists at Merrill Lynch and with clients’ other advisors (including tax and legal professionals).
“I also remind clients that financial decisions they make now can affect family members for years to come,” That’s why I insist on talking with both spouses their expansion. This breadth and depth of service is how I help clients grow enterprises and their personal wealth. Throughout the course of our relationship. Engaging with clients and appreciating what holds meaning in their lives are critical to managing intergenerational wealth and personal expectations,” Michael adds. “Clients deserve my best efforts and that requires putting my wealth of experience to work for them.”
|Born and raised in Ecuador, Michael has held senior positions at The Central Bank of Ecuador and was the Principal at an asset management company in Miami that catered to wealthy individuals and banks, with a primary focus on emerging market, high yield debt. He joined Merrill Lynch in 2002.
Michael holds a Bachelor’s degree from The University of Wisconsin and continued his studies in Economics at The University of South Carolina. Michael is fluent in English, Spanish, and German. Michael resides in Manhattan with his wife, Adriana.
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.
English, German & Spanish
University of Wisconsin System
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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.
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