Todd Eric Dambrauskas
Portefeuillebeheerder-Aandelen bij Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Profiel
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 20 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.
Actieve functies van Todd Eric Dambrauskas
Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | 01-09-1999 |
Eerdere bekende functies van Todd Eric Dambrauskas
Bedrijven | Functie | Einde |
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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. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Todd Eric Dambrauskas
University of Massachusetts | Undergraduate Degree |
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Bedrijven in privébezit | 2 |
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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 |