Boston, MA 100 Federal St Office

Ryan Burke is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 credential and has been with Merrill since 2008. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Monica Mayhew is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2013, including her current role overlapping with Bank of America since 2023. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathleen Auth is a financial advisor at Merrill with Series 63 and Series 66 credentials and seven years of industry experience. She has worked at Bank of America Private Bank since 2019 and previously held roles at Bank of America from 2010 to 2019. Auth serves on the fundraising committee for the Campaign for Catholic Schools, focusing on raising $25 million to support teacher funding. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Chinonyerem Eluwa Chukwu is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith since 1999. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Molly Smith is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Pollard is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Target. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Anna Miao is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been affiliated with Bank of America and Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kristin Sickorez is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2002. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth individuals, pension plans, and charitable organizations.

Lisa Margeson is a financial advisor at Merrill with 33 years of industry experience. She has held her current position since 2017 and holds Series 63 and Series 66 credentials. Outside of her advisory role, she serves on the National Menopause Foundation’s Women’s Executive Leadership Council, contributing to research and workplace benefit program discussions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Gellene is a financial advisor at Merrill in Boston, MA, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he serves as executor of his mother’s estate and is a general partner managing a family property to maintain its use by his siblings and their families. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Kaitlyn Barba is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. She has been with Merrill and Bank of America since 2013. Barba serves on the committee for the Food Allergy Science Initiative, a nonprofit focused on food allergy research, where she participates in counsel meetings and provides feedback on marketing and growth strategies. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Norbert Unger III is a financial advisor with Merrill in Boston, MA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Merrill and Bank of America since 2013. Unger serves on the Board of Overseers for Mount Auburn Hospital as a donor and occasional participant in fundraising events. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Martin Sheehan is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. He has worked at Merrill since 2020 and previously held roles at Citizens Private Wealth and Citizens Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Sharon Kapluto is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA), reflecting her commitment to providing personalized investment guidance. Sharon earned both her Bachelor's Degree and Master of Business Administration (MBA) from Ben-Gurion University. Her educational background supports her expertise in financial management and advisory services.

Benjamin Furfari is a financial advisor at Merrill with 3 years of industry experience. He holds a Series 66 designation and previously worked at the University of Massachusetts Amherst and Regional Tire and Service. Outside of finance, he was involved with Distinctive Creations Inc. for six years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.