PROFESSIONAL PROFILE

GMMT Team was founded in 1997 to leverage the unique ability of our partners to ensure that clients had the broadest access to financial resources available. Our mission is to provide in-depth and coordinated financial services, customized and active asset management, and superior service.

Andrew Greene, CFM, is a First Vice President with the GMMT Team. He joined Merrill Lynch in 1992 and has served as Resident Manager in two ML offices. He specializes in providing access to the broad, deep power of Merrill Lynch's resource base for the benefit of each client.

David Mead, CIMA, is a Vice President with the GMMT Team. He joined Merrill Lynch in 1996 and is responsible for coordinating and monitoring the overall investment strategy of each client's portfolio.

Jonathan Metcalfe, CIMA, is a Vice President and Certified Investment Management Analyst with the GMMT Team. He joined Merrill Lynch in 1996 and serves as a Portfolio Manager.

Robert Testwuide III, CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., is a Vice President with the GMMT Team. Rob joined Merrill Lynch in 1994 and assists clients with a unique financial services process, which yields a diverse and coordinated strategy to help clients achieve their goals.

Elizabeth Bizic is a Financial Advisor and an integral part of GMMT's asset management. She assists with developing investment strategies, asset allocation implementation, and coordinating performance reports for clients. She joined Merrill Lynch in 1995.

Victoria(Vika)Dargis, Serena Dupuy, and Kanad Tiwari are Senior Associates providing the highest level of assistance to each GMMT client. Vika, Serena, and Kanad are often the first point of contact for administrative issues.