Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

George N Tsamutalis

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Forbes "Best-in-State Wealth Advisors" 2021
Published on February 11, 2021. Rankings based on data as of June 30, 2020.

Forbes "Best-in-State Wealth Advisors" 2020
Published on January 16, 2020.  Rankings based on data as of June 30, 2019.

Greg M Chimenti

Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. Rankings based on data as of March 31, 2022.*

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022.  Rankings based on data as of June 30, 2021.

Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

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.

Matthew Pollakusky

Wealth Management Banking Specialist


Eli Poupko

Wealth Strategist


Giancarlo Barone

Alternative Investments Sales Desk Specialist

Bank of America, N.A.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Experience and Consistency

Teamwork and collaboration are at the heart of our culture. We combine the diverse talents and resources of our large, experienced team as we work together to create informed strategies to help you achieve your goals. As part of our commitment to personalized attention, our Financial Advisors are supported by a professional team of experienced Client Associates who are all committed to providing first class, attentive, high-touch service.

We work with uniquely successful, busy individuals and families who are concerned with preserving, growing and transferring their wealth to future generations. With offices strategically located in New York and New Jersey, we pledge to remain a constant in your life. The tailored strategies we provide extend beyond wealth management to virtually every aspect of your financial life—from investments and home financing to estate planning services and life insurance to philanthropic desires.

Our commitment is not only to address your current needs, but also to anticipate and serve the financial needs of multiple generations of your family for many years to come. We believe that our teamwork and dedicated work ethic are just two of the many reasons that clients and their families have remained with us for more than two decades.

NMLS ID 579717

Our core business is helping you manage your financial life. We pride ourselves on being thoughtful listeners and it’s our relationship with you that serves as a foundation for that business.

We believe that the best roads are built with a destination in mind. One of the most rewarding parts of our job is getting to know you and your family to help you establish your goals and define your financial objectives. It takes a meaningful dialogue, not just a series of check boxes, to develop individualized and efficient strategies.

Beyond wealth and asset management, our goal is to help you make better, more informed decisions on a broader financial scale. From investments and home equity to credit and lending, from estate planning services and charitable giving strategies to services for your business, we’ll look at the big picture and help bring all of the pieces of your financial live together. By coordinating with your other professional advisors—from accountants to attorneys to estate planners—the complex decision-making process needed to help achieve your goals can be made more efficient and simplified.

NMLS ID 579717

The GTC Group works with successful business owners, including physicians and other medical professionals who are concerned with preserving, growing and transferring their wealth to future generations. With an understanding that your life is busy, we can help you manage your business and personal finances as two parts of one integrated whole.

Our goal is to take care of you while you take care of your patients. We can help you navigate all of the financial complexities of your personal and business investment management, including:

·         Cash management strategies
·         Credit and lending
·         Insurance
·         Asset preservation
·         Retirement planning
·         Estate and succession planning

Your needs and goals will change over time. That’s why The GTC Group will be there to provide ongoing advice – along with the exceptional service you deserve – through the ups and downs of markets and economic cycles.

We can help you navigate life’s most complex matters and bring clarity to your financial life through a variety of wealth management and banking services.

Concentrated stock holdings—We have considerable experience helping corporate executives handle the complexities associated with company stock options, restricted stock, and nonqualified deferred compensation, as well as with maximizing their retirement plan contributions. Every step of the way, we will assist you with diversifying and monetizing your holdings as part of a total portfolio strategy.

Retirement planning services—We offer guidance on developing a realistic outline for pursuing a comfortable retirement. Prior to retirement, we can recommend tax-advantaged long-term portfolios and income options so you may maximize the benefits from your company-sponsored offerings or other retirement sources. After you retire, we’ll offer wealth management strategies designed to generate income and help you oversee your spending to ease concerns about outliving your resources.

Credit and lending—With access to the banking services of Bank of America N.A., we can help you analyze what you owe and to whom and how much that debt costs you. We can also provide access to a spectrum of credit services and loan arrangements to help you meet your personal and business cash management and borrowing needs.

Staying on Track

We understand that both your life and the financial markets can change over time. By 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.

Reviews to help you
stay on track

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.

    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.


    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we 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.

      Why Merrill?

      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.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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      Transcript of Video 

      No question too big or moment too small
      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      The Power of the Right AdvisorTM
      Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      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.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.