Perfil
Mr. Todd E.
Dambrauskas is a Managing Director & Wealth Management Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He joined Merrill Lynch in September 1999 and has over 25 years of financial industry experience, all of which have been spent providing financial and wealth management services to high-net-worth individuals and institutions.
Mr. Dambrauskas is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Mr. Dambrauskas focuses on developing customized equity and fixed income portfolios for affluent individuals and families.
This typically involves strategies for hedging and monetizing highly concentrated or restricted stock positions.
He also assists clients with their specific retirement planning, education planning, and estate planning issues and objectives.
He earned a Bachelor’s degree in Economics from the University of Massachusetts at Amherst.
Cargos activos de Todd Eric Dambrauskas
| Empresas | Cargo | Inicio |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Gestor de Cartera-Acciones | 01/09/1999 |
Antiguos cargos conocidos de Todd Eric Dambrauskas.
| Empresas | Cargo | Fin |
|---|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Gestor de Cartera-Acciones | - |
Formación de Todd Eric Dambrauskas.
Experiencias
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
University of Massachusetts
University of Massachusetts Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Finance |
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