Geoff Bell
Gestor de Cartera-Acciones en Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) .
Perfil
Mr. Geoffrey N.
Bell, CFA, is a Senior Vice President & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He joined Merrill Lynch in February 2005.
His role on the team includes wealth forecasting, portfolio management, analytics, and performance reviews.
His experience extends to helping clients develop restricted-stock awards strategies, including Rule 10b 5-1 programs and other Rule 144 issues.
Additionally, he also facilitates family meetings for the discussion of intergenerational wealth transfers.
Mr. Bell received dual Bachelor's degrees in Economics and Management and Society from the University of North Carolina in Chapel Hill.
He is a Chartered Financial Analyst (CFA) charter holder and holds the Certified Portfolio Manager (CPM) designation.
Cargos activos de Geoff Bell
| Empresas | Cargo | Inicio |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Gestor de Cartera-Acciones | 01/02/2005 |
Antiguos cargos conocidos de Geoff Bell.
| Empresas | Cargo | Fin |
|---|---|---|
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Analyst-Equity | - |
Formación de Geoff Bell.
| The University of North Carolina at Charlotte | Undergraduate Degree |
Experiencias
Funciones ocupadas
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
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