Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Adam O. Ihasz began his career in finance nearly 25 years ago with Merrill Lynch Wealth Management in the Forest Hills, NY office. After 2 years at Merrill, Adam’s career turned to the Institutional side where he spent 9 years with his family run business where he became Portfolio Manager, Head of Institutional Trading and ultimately Chairman and CEO. Primary focus was on Alternative Asset Management, selecting disciplined Hedge Fund Strategies for clients not correlated to the underlying markets. In 2013, Adam merged his trading business with National Securities Corporation, a publicly traded Broker Dealer in downtown, New York City where he served as Senior Managing Director of Institutional trading for 6 years. Here, Adam provided trading ideas and strategies to some of the largest Hedge Funds in the business with focus on Technical Analysis, Event Driven and Special Situations.
In 2014 Adam came back to the Wealth Management side and joined Merrill in the Manchester, Vermont office. He now serves as Associate Resident Director, First Vice President and Qualified Portfolio Manager. In addition, Adam holds his Certified Plan Fiduciary Advisor designation CPFA as well as the following FINRA registrations:
State Securities Law Exam:
- Series 65 : Uniform Investment Adviser Law Examination
- Series 63 : Uniform Securities Agent State Law Examination
General Industry/Products Exam:
- Series 31 : Futures Managed Funds Examination
- Series 55 : Limited Representative-Equity Trader Examination
- Series 7 : General Securities Representative Examination
Principal/ Supervisory Exam:
- Series 53 : Municipal Securities Principal Examination
- Series 24 : General Securities Principal Examination
- Series 4 : Registered Options Principal Examination
Adam and his wife Ronda live in Danby, Vermont. Their daughter Jordan is currently attending University with their youngest daughter Jillian not far behind. Extended family includes their Golden Retriever, Whisky and Ragdoll cat, Django. Hobbies and interests include, fitness, tennis, snorkeling and fishing.
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.
Long Island University
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Associate MSG Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I 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.
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.
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We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.