Gregory Merrill

Gregory Merrill Email and Phone Number

Investment Banking Associate at Goldman Sachs @ Goldman Sachs
new york, new york, united states
Gregory Merrill's Location
New York, New York, United States, United States
About Gregory Merrill

I am a recent MBA Graduate from the Leonard N. Stern School of Business at New York University with specializations in Banking, Finance, and Accounting.Prior to Stern, I spent over 2 years with MPB Wealth Management (private wealth division of Mid Penn Bancorp, Inc.) as an Investment Strategist primarily focused on investment research, portfolio management, and financial advisory. Within one year, I became the youngest Vice President at Mid Penn Bancorp (NASDAQ: MPB) – a publicly-traded company with 573 employees. Before MPB, I spent 2 years in the private wealth division of AllianceBernstein as a Private Client Associate principally concentrated on portfolio construction, financial analysis, and family-office client service. My experience ranges from managing a team of six associates, overseeing ~$3.7B of client assets to directly advising on and managing ~$134M of advisory assets.I am also a graduate of Princeton University where I earned Cum Laude honors and played Attack on the NCAA Division I Men's Lacrosse Team. In my spare time, I am an avid fisherman and I volunteer at Paoli United Methodist Church.

Gregory Merrill's Current Company Details
Goldman Sachs

Goldman Sachs

View
Investment Banking Associate at Goldman Sachs
new york, new york, united states
Website:
goldmansachs.com
Employees:
59372
Gregory Merrill Work Experience Details
  • Goldman Sachs
    Investment Banking Associate
    Goldman Sachs Jul 2024 - Present
    New York, New York, United States
  • Goldman Sachs
    Incoming Investment Banking Associate
    Goldman Sachs Aug 2023 - Jul 2024
    New York, New York, United States
  • Goldman Sachs
    Investment Banking Summer Associate
    Goldman Sachs Jun 2023 - Aug 2023
    New York, New York, United States
  • Nyu Stern School Of Business
    Mba Candidate
    Nyu Stern School Of Business Aug 2022 - Jul 2024
    New York, New York, United States
    I am an MBA Graduate of the Leonard N. Stern School of Business at New York University with specializations in Banking, Finance, and Accounting.Affiliations:-VP, Graduate Finance Association-Member, Stern Adventures-Member, NYU Cellar
  • Mpb Financial
    Vp, Investment Strategist
    Mpb Financial Apr 2020 - Aug 2022
    Malvern, Pennsylvania, United States
    As an Investment Strategist at MPB Wealth Management, I designed and implemented proprietary investment models used to allocate $80M+ of assets; strategies spanned equities, fixed income, real estate, private equity, and private credit. I also performed extensive due diligence on 2k+ investment opportunities, achieving a close rate of 1%. Lastly, I headed portfolio management operations, executing tactical repositioning and strategic rebalancing trades.Key Achievements :- Built book of business totaling $24M of client assets, producing ~$200k of annual revenue. Co-advised on an additional $110M of advisory assets, generating ~$900k of annual revenue- Promoted to Vice President after one year, becoming youngest VP at Mid Penn Bancorp, Inc. – a publicly-traded company with 573 employees- Created ~$1.9M of tax savings by devising and presenting custom tax minimization strategies for multiple client business sales
  • Bernstein Private Wealth Management
    Private Client Associate
    Bernstein Private Wealth Management Jun 2018 - Mar 2020
    New York, New York, United States
    As a Private Client Associate at AllianceBernstein, I managed and mentored a team of six associates, overseeing approximately $3.7B of client assets (annual revenue of ~$15M). I also spearheaded the client service of the largest private client at AB – a $2.5B AUM multi-family office. Lastly, I partnered with six financial advisors to structure customized investment portfolios for ultra-high net worth investors, ranging from $3M-$150M in assets.Key Achievements :- Won $130M of advisory assets, or ~$260K of annual revenue by conducting comprehensive after-tax yield analysis on cash equivalent products- Coordinated with attorneys and accountants to streamline liquidity event for racing executive during NASCAR’s acquisition of International Speedway Corp.; resulted in $40M of new assets, or $160K of annual revenue-Engineered management plan to combine two associate teams to increase efficiency by reallocating existing resources, saving ~$140K of annual salary cost
  • Merrill Lynch
    Intern, Private Banking & Investments Group
    Merrill Lynch Jun 2017 - Aug 2017
    Philadelphia, Pennsylvania, United States
    As a Private Banking & Investments Intern at Merrill Lynch, I contributed to The Rohr Group – a leading PBIG that works with ultra-high net worth families, corporate executives, institutions and endowments. The group currently manages over $4.2 billion in client assets.Key Achievements:-Created and optimized global equity investment models used to allocate $1M of client assets; strategies spanned growth, value, balanced, and targeted thematic-Performed extensive research on Separately Managed Account (SMA) managers using statistical analysis to identify optimal equity managers-Directed ESG prospecting initiative by using database research and targeted outreach to recruit foundations -Presented fundamental and technical equity analyses to the head analyst in our group, which was used as investment advice to clients
  • Valley Forge Financial Group
    Intern
    Valley Forge Financial Group Jun 2016 - Aug 2016
    King Of Prussia, Pennsylvania, United States
    As an Intern to the CEO of Valley Forge Financial Group, I led various projects designed to provide valuable insight into successful planning techniques and strategies for high net-worth clients and business-owners.Key Achievements Include:-Analyzed financial statements, balance sheets, and valuations of single stocks to identify concentrated buying opportunities-Prepared presentations on index funds, value investing, and diversification, which were leveraged in client meetings-Assisted in the development of cutting-edge life insurance and estate planning strategies for clients

Gregory Merrill Skills

Leadership Microsoft Office Portfolio Management Microsoft Word Analytical Skills Quantitative Research Teamwork Real Estate Communication Problem Solving Microsoft Excel Client Relations Team Management Lead Generation Investment Advisory Financial Analysis Attention To Detail Microsoft Powerpoint

Gregory Merrill Education Details

Frequently Asked Questions about Gregory Merrill

What company does Gregory Merrill work for?

Gregory Merrill works for Goldman Sachs

What is Gregory Merrill's role at the current company?

Gregory Merrill's current role is Investment Banking Associate at Goldman Sachs.

What schools did Gregory Merrill attend?

Gregory Merrill attended Nyu Stern School Of Business, Princeton University, Great Valley High School.

What skills is Gregory Merrill known for?

Gregory Merrill has skills like Leadership, Microsoft Office, Portfolio Management, Microsoft Word, Analytical Skills, Quantitative Research, Teamwork, Real Estate, Communication, Problem Solving, Microsoft Excel, Client Relations.

Who are Gregory Merrill's colleagues?

Gregory Merrill's colleagues are Mads Kofoed, Ron Ritenour, Mba, Hcispp, Aws Ccp, Catelyn S., Sama Ambreen, Harriet Pipe, John Adams, Yukiko Beer (Kataoka).

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