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| To serve the needs of our clients, we have over three hundred Private Wealth Advisors nationwide. If you are interested in learning more about the Private Banking and Investment Group, please contact the office in your area. |
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| Managing Director and Head of the Private Banking and Investment Group |
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| As Managing Director and Head of the Private Banking and Investment Group at Merrill Lynch, John Thiel is responsible for leading the firm's ultra-affluent client service strategy. Prior to assuming his current position, John was the Regional Managing Director responsible for the Pacific West Region of the Private Banking and Investment Group, headquartered in San Francisco. |
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| John began his career with Merrill Lynch in 1989 as a Financial Advisor in Tampa, Florida. He was selected to become part of the Global Private Client Advisory Division leadership team in 1995. John served as the Regional Director in both Oakbrook and Northbrook, Illinois, before joining the Private Banking and Investment Group in 2000. |
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| John received his Bachelor of Science degree in Accounting from Florida State University. He became a Certified Public Accountant in 1985. John and his wife, Karen, live in Chatham, New Jersey, with their three children. |
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| Regional Managing Director for the Metropolitan and Mid-Atlantic Regions of the Private Banking and Investment Group at Merrill Lynch |
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| Riley Etheridge is the Regional Managing Director for the Private Banking and Investment Group at Merrill Lynch based in New York City. He began his career as a Financial Advisor with Merrill Lynch in Baton Rouge, Louisiana. During his 24 years in the industry, he has developed a passion for advancing the professionalism of the financial services industry, and has earned several professional designations, including Certified Financial Planner®, a designation awarded by the Certified Financial Planner Board of Standards Inc., Chartered Financial Consultant (ChFC) and Chartered Financial Analyst (CFA). Riley has been published in the Journal of Financial Planning and, in 1999, Worth Magazine named him one of America’s top 250 Financial Advisors. Riley is actively involved in several non-profit organizations, serving as President of the Board of Directors for 1% for the Planet, and as past President and advising Board Member to Big City Mountaineers. |
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| Regional Director for the Southeast Region of the Private Banking and Investment Group at Merrill Lynch |
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| Eric Schimpf is the Regional Director responsible for the Southeast Region of the Private Banking and Investment Group, headquartered in Atlanta, Georgia. Prior to assuming his current position, Eric held leadership positions across the firm, serving in various cities, including Boston, Massachusetts, the Silicon Valley in California and most recently as Director of the Tennessee Valley Complex. |
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Originally from Milwaukee, Wisconsin, Eric is involved in a number of community organizations and serves on the boards of the Chattanooga Symphony and Opera and The Bright School. |
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| Eric is a graduate of the United States Military Academy at West Point. He served as an officer and Ranger in the U.S. Army for four years. He also holds the Certified Investment Analyst designation conferred by the Investment Management Consultants Association. Eric enjoys golf and fishing and resides in Atlanta with his wife Dina and three children, Ryan, Emma and Cory. |
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| Regional Managing Director for the Texas Region of the Private Banking and Investment Group at Merrill Lynch |
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| Mark Casey is the Director responsible for the Texas Region of the Private Banking and Investment Group, located in Dallas, Texas. Before assuming his current position, Mark was a Regional Director in Merrill Lynch's Global Private Client Advisory Division based in Sarasota, Florida. |
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| Mark began his career with Merrill Lynch as a Financial Advisor in 1990. He accepted a leadership position with Prudential Securities serving as a Resident Vice President for four years before rejoining Merrill Lynch in 2001 as the District Sales Manager for the Texas Region. |
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| Prior to joining Merrill Lynch as a Financial Advisor, Mark owned his own sales and marketing firm and held the position of Vice President of Sales and Marketing for a real estate development company in Newport, Rhode Island. |
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| Mark attended the University of Miami and received his degree from Rhode Island College in 1981. |
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| Regional Director for the Pacific Northwest Region of the Private Banking and Investment Group at Merrill Lynch |
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| John Inhouse is the Regional Managing Director responsible for the Pacific Northwest Region of the Private Banking and Investment Group, headquartered in San Francisco, California. |
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| John began his career with Merrill Lynch in Akron, Ohio, in 1990 as a Financial Advisor. John was selected to join the leadership team in Merrill Lynch's Global Private Client Group in 1998. Before serving as Regional Director in Akron and Cleveland, Ohio, John served as the Associate Regional Director for the Mid-America Region. |
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| John attended Youngstown State University and currently resides in San Francisco with his wife, Shannon, and their two sons. |
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| Regional Managing Director for the Northeast Private Banking and Investment Group at Merrill Lynch and Managing Director of the Institutional Client Coverage Group Global Markets |
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| Cory Little is the Regional Managing Director responsible for the Northeast Private Banking and Investment Group. She oversees their efforts to expand their outreach to ultra affluent clients and provides leadership based on her 24 years of management experience in domestic and international equity markets. |
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| In addition, Cory serves as Regional Manager for the firm’s Boston Institutional Office. She directs the equity and fixed income sales teams and serves as global relationship manager for some of the largest clients with Merrill Lynch, including Fidelity, State Street Global, MFS and Wellington. |
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| After joining Merrill Lynch in 1992, Cory served as a producer and manager of the international sales trading desk in New York where she specialized in non-dollar equities. She moved to London in 1997 to run sales trading in the U.K. and on the Continent where she worked to build out Merrill Lynch's coverage capabilities for U.S. and European investors. |
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| Cory’s previous experience includes having served as a producer in Equity Capital Markets and Sales at Kleinwort Benson and Salomon Brothers. An active member of the community, she serves on the Board of Trustees for the Buckingham, Browne and Nichols School and recently joined the Board of Overseers for the Boys and Girls Clubs of Boston. Cory resides in Winchester, MA with her husband Brett, two sons and daughter. |
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| Regional Director for the Mid-America Region of the Private Banking and Investment Group at Merrill Lynch |
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| Paul Lambert is the Regional Director responsible for the Mid-America Private Banking and Investment Group, headquartered in Chicago, IL. He oversees private wealth advisors located in 13 offices spanning six midwestern states. |
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| Prior to his new role, Paul served as Director of the Merrill Lynch New York Capital Complex based in Albany, N.Y. where he led the firm’s wealth management efforts in eastern New York state and western Massachusetts. During Paul’s tenure in Albany, Merrill Lynch received special recognition as one of the Capital Region Business Review’s “Best Places to Work” in 2005 and 2006 as well as the 2007 Capital Region Human Resources Association “Spectrum Award” for promoting diversity and inclusiveness in the workplace. |
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| Paul joined Merrill Lynch in 1992 as a Financial Advisor in the Rochester, NY office. He also held various leadership and coaching roles, eventually assuming the position of Associate Director for the New York City Metropolitan Region in 2001. He holds a Bachelor of Science degree in Management Science/Finance from SUNY Geneseo as well as the Certified Investment Management Analyst (CIMA) designation conferred by the Investment Management Consultants Association. |
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| He and his wife Lisa recently relocated to the Chicago area with their three children, Alex, Andrew, and Paige. An active community leader, Paul has served on the Board of Directors of Albany Medical Center, as Committee member for Albany Medical College, Teacher for Boy Scouts Explorers, and Honorary Chair for the 2007 Cystic Fibrosis Capital Region fundraising event. |
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| Regional Director for the Southern California Region of the Private Banking and Investment Group at Merrill Lynch |
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| Michael Rogers is the Regional Director responsible for the Southern California Region of the Private Banking and Investment Group, headquartered in Los Angeles, California. Before joining Private Banking and Investment Group in mid-2007, he managed the Southern California region for Morgan Stanley. Prior to Morgan Stanley, Michael was Sales Director for the Southern California Region of the Private Banking and Investment Group for seven years. |
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| For the 12 years preceding his role as Sales Director, Michael served as a private banker domestically with JPMorganChase in New York and Los Angeles and internationally covering Latin America with Bank of America. |
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| A native of California, Michael is involved in a variety of activities centered on promoting education in his community. He serves on the Board of Governors for Palisades Charter High School, the board of the Friends of the USC Libraries at the University of Southern California and is active with the USC School of Music. |
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| Michael holds an MBA from New York University's Stern School of Business and a BS in Business Administration from the University of Southern California. He resides in Pacific Palisades, California with his wife and three children. |
