Michael Persinski
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Coral Gables, FL 33134
Credentials
Series 63, Series 66
Industry experience
26 years
Michael Persinski is a Managing Director and Private Wealth Advisor with Merrill Private Wealth Management. He specializes in designing tailored investment portfolios for ultra-high-net-worth individuals, families, private companies, and foundations. His expertise encompasses multiple asset classes, including fixed income, global equities, private equity, real estate, and hedge funds. Michael integrates capital markets capabilities to offer both opportunistic investing and hedging strategies.
With over three decades of investment management experience, Michael began his career in 1988 and has held senior roles such as Managing the Investment Division for the Eastern Region at Citi Private Bank, where he also served on various investment committees. Earlier positions include Senior Portfolio Manager with NationsBank and Partner and Senior Portfolio Manager with First Union Bank. He holds the Chartered Financial Analyst® designation and earned his MBA with a concentration in investments from the University of Pittsburgh, as well as a bachelor's degree in Finance from the University of Maryland. Michael is a member of the Miami CFA Society.
Outside of his professional work, Michael enjoys golfing, ice hockey, reading, and spending time with his family. He is affiliated with the Washington Golf and Country Club and lives with his wife Sharon; they have two adult children pursuing careers in consulting and venture capital.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
355 Alhambra Cir, Florida Pwm Cg Ii
Coral Gables, FL 33134
Florida · Texas
1478332
2022 - Present (4 years)
Merrill
2022 - Present (4 years)
Citigroup Global Markets
2007 - 2022 (15 years)
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