Profile

Philip Weyhe holds an MBA in Finance and two prestigious designations; CAP® Chartered Advisor in Philanthropy and CSRIC® Chartered Sustainable, Responsible and Impact Counselor.

He has also been awarded the Merrill Lynch Wealth Management titles of Senior Vice President, Portfolio Manager and Senior Financial Advisor.

Philip has focused his business advising high net individuals and as a Chartered Advisor in Philanthropy (CAP®) professional, he advises not for profit 501(c)(3) organizations and individuals with philanthropic interests.

He provides consulting on the best strategies for philanthropic planning, advising on strategies, tools and techniques for charitable giving.

Philip believes it is important to understand client philanthropic goals for family, themselves and society, then designing holistic financial approaches that meet those goals in the most impactful way possible.

He can advise on other important financial matters including exiting business, estate and legacy planning.

For charitable organizations, Philip guides their investments, donor gift-planning and fundraising efforts.

Philip can then maximize the benefits of philanthropy and make our communities better places to live for generations to come.

Philip strongly believes investments adhering to environmental, social and corporate governance leads to sustainability and to an ethical impact of a company or business. Meeting these criteria better determines the future financial performance of investments as well as the sustainability of the environment.

Those beliefs led Philip to obtain the Chartered Sustainable, Responsible, and Impact Counselor designation, CSRIC®

This rigorous education provides a foundational knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, as well as best practices for shareholder advocacy, community investing and corporate responsibility.

Philip has developed a framework to help deliver sustainable investing solutions, grounded in four themes, People, Planet, Principles of Governance and Prosperity.

These sustainability pillars are designed to provide investment solutions that address sustainable investing preferences that clients can implement.
 
Prior to joining Merrill Lynch Wealth Management in May of 2014, Philip was a Director and Investment Representative in the Wealth and Investment Management Division at Barclays. Philip joined Barclays in September 2008  as a result of the acquisition of the U.S operations of Lehman Brothers.

Philip initially joined Lehman Brothers in 1982 and later joined Chase to help start their high net worth brokerage division. Philip returned to Lehman in 2000 where he and his team remained until joining Barclays.

Philip has an MBA in Finance from CUNY Baruch and an undergraduate degree from SUNY Brockport.

He and his wife Georgina live in New York City and Millbrook, NY. They are active participants in various sports, the arts, theatre and philanthropy.

*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.

*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis their own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.