Rick Ehrlich

Gestionnaire de Portefeuille-Actions chez Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)

Profil

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.

Postes actifs de Rick Ehrlich

Sociétés	Poste	Début
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)	Gestionnaire de Portefeuille-Actions	01/12/1994

Anciens postes connus de Rick Ehrlich

Sociétés	Poste	Fin
Merrill Lynch Private Client Group	Gestionnaire de Portefeuille-Actions	-

Formation de Rick Ehrlich

Syracuse University

Undergraduate Degree