Rick Ehrlich
Portfolio Manager-Equities en Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) .
Perfil
Mr. Richard M.
Ehrlich is a Senior Vice President & Senior Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He focuses on strategies that emphasize the use of sophisticated techniques with the potential to help increase returns and reduce risk.
He has more than four decades of experience in investment management.
Since 1977, Mr. Ehrlich has served high-net-worth families, and since 1982 he has worked with nonprofit institutions with combined investable assets worth more than $3 billion.
Prior to joining Merrill Lynch in 1994, he was a Senior Vice President of the high-net-worth division of a major investment bank, where he was credited with developing and marketing the first billion dollar investment management product for the firm.
Mr. Ehrlich graduated from Syracuse University in 1977 with a Bachelor of Science in Finance.
He holds the Chartered Retirement Planning Counselor (CRPC) designation.
Cargos activos de Rick Ehrlich
| 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. | Portfolio Manager-Equities | 01/12/1994 |
Antiguos cargos conocidos de Rick Ehrlich.
| 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. | Portfolio Manager-Equities | - |
Formación de Rick Ehrlich.
| Syracuse University | Undergraduate Degree |
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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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