Gregory Merrill Email and Phone Number
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.
Goldman Sachs
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Investment Banking AssociateGoldman Sachs Jul 2024 - PresentNew York, New York, United States -
Incoming Investment Banking AssociateGoldman Sachs Aug 2023 - Jul 2024New York, New York, United States -
Investment Banking Summer AssociateGoldman Sachs Jun 2023 - Aug 2023New York, New York, United States -
Mba CandidateNyu Stern School Of Business Aug 2022 - Jul 2024New York, New York, United StatesI 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 -
Vp, Investment StrategistMpb Financial Apr 2020 - Aug 2022Malvern, Pennsylvania, United StatesAs 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 -
Private Client AssociateBernstein Private Wealth Management Jun 2018 - Mar 2020New York, New York, United StatesAs 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 -
Intern, Private Banking & Investments GroupMerrill Lynch Jun 2017 - Aug 2017Philadelphia, Pennsylvania, United StatesAs 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 -
InternValley Forge Financial Group Jun 2016 - Aug 2016King Of Prussia, Pennsylvania, United StatesAs 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
Gregory Merrill Education Details
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Accounting, Banking, And Corporate Finance -
Cum Laude Honors -
Great Valley High SchoolDistinguished Honors
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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Gregory Merrill
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Gregory Merrill
United States1kettler.com -
Gregory Merrill
Home Mortgage Consultant At Wells Fargo Home Mortgage Nmlsr Id 1585774West Des Moines, Ia1wellsfargo.com -
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