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John Veit, Cfa Email & Phone Number

Director, Chief Investment Office at Merrill Lynch
Location: New York, United States 5 work roles 2 schools
1 work email found @ml.com 1 phone found area 201 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@ml.com
Direct phone (201) ***-****
LinkedIn Profile matched
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Current company
Merrill Lynch
Role
Director, Chief Investment Office
Location
New York, United States
Company size
45157 employees

Who is John Veit, Cfa? Overview

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Quick answer

John Veit, Cfa is listed as Director, Chief Investment Office at Merrill Lynch, a with 45157 employees, based in New York, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 201, and a matched LinkedIn profile for John Veit, Cfa.

John Veit, Cfa previously worked as Vice President, Global Wealth Investment Management and Guidance at Merrill Lynch and Associate, Global Wealth Investment Management and Guidance at Merrill Lynch. John Veit, Cfa holds Mba, Investments, Financial Analysis from Duke University - The Fuqua School Of Business.

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Email format at Merrill Lynch

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*@ml.com
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Profile bio

About John Veit, Cfa

John Veit, Cfa is a Director, Chief Investment Office at Merrill Lynch. He possess expertise in valuation, portfolio management, investments, fixed income, asset allocation and 1 more skills.

Listed skills include Valuation, Portfolio Management, Investments, Fixed Income, and 2 others.

Current workplace

John Veit, Cfa's current company

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Merrill Lynch
Merrill Lynch
Director, Chief Investment Office
new york, new york, united states
Website
ml.com
Employees
45157
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5 roles

John Veit, Cfa work experience

A career timeline built from the work history available for this profile.

Director, Chief Investment Office

Current
Merrill Lynch

Greater New York City Area

• Interpreted market and macroeconomic data for client portfolio positioning.• Directly supported the Chief Investment Officer for Global Wealth Management & Private Banking and Investment Group; actively engaged in constructing our market views and communicating our view through our monthly and quarterly client presentations.• Collaborated on model portfolio solutions for ultrahigh net worth clients and institutions, including asset allocation modeling, Monte Carlo simulation and portfolio risk factor analysis.• Co-developed a global set of quantitative asset allocation signals, which are used as tactical inputs for portfolio positioning.

Feb 2017 - Present

Vice President, Global Wealth Investment Management And Guidance

Merrill Lynch

Greater New York City Area

• Interpreted market and macroeconomic data for client portfolio positioning.• Directly supported the Chief Investment Officer for Global Wealth Management & Private Banking and Investment Group; actively engaged in constructing our market views and communicating our view through our monthly and quarterly client presentations.• Collaborated on model portfolio solutions for ultrahigh net worth clients and institutions, including asset allocation modeling, Monte Carlo simulation and portfolio risk factor analysis.• Co-developed a global set of quantitative asset allocation signals, which are used as tactical inputs for portfolio positioning.

Feb 2012 - Jan 2017

Associate, Global Wealth Investment Management And Guidance

Merrill Lynch

Greater New York City Area

• Evaluated and analyzed clients’ asset allocation and manager selection; evaluated portfolios for unintended risks, including aligning portfolio objectives, risk, and manager combinations.

Aug 2010 - Jan 2012

Summer Associate - Active Fixed Income

State Street Global Advisors

Greater Boston Area

• Evaluated IG credit sector exposure and assisted in security selection based on the portfolio objectives while mitigating yield curve exposure. • Built portfolio duration models to predict portfolio analytics during rebalancing periods.• Researched and created presentation materials for a new product offering, Levered TALF Legacy CMBS Fund.

May 2009 - Aug 2009

Analyst, Securitized Products Trading

Jp Morgan

Greater New York City Area

Asset Backed Securities, Home Equity, 2007-2008• Responsible for distressed home equity ABS book; including hedging, risk management, and loan warehouse modeling. • Managed strategic strategy for monetizing $800MM warehouse loan portfolio.• Profit & Loss responsibility for securities and loan book, including cross-securitized products ABS home loan deal structuring.• Managed two employees on various aspects of the analysis and development of metrics for the home equity trading business.Agency Collateralized Mortgage Obligations, 2005-2007• Co-managed a trading book of $9B in Agency CMO derivate instruments. • Representative to the deal structuring team. • Developed and implemented a hybrid agency paydown model .• Member of the integration team that tested a new trading system which measured profit and loss accuracy and risk exposures.

Jul 2005 - Jun 2008
Team & coworkers

Colleagues at Merrill Lynch

Other employees you can reach at ml.com. View company contacts for 45157 employees →

PH Patty Hamblen Patty Hamblen Colleague at Merrill LynchSt Petersburg, Florida, United States View → PF Pierre F. Pierre F. Colleague at Merrill LynchSarreguemines, Grand Est, France View → TG Tony Golden Tony Golden Colleague at Merrill LynchNew York, United States View → UH Urbano Helguera Urbano Helguera Colleague at Merrill LynchArgentina View → KM Kathleen Maloney Kathleen Maloney Colleague at Merrill LynchNew York City Metropolitan Area, United States View → DM Darla Mulder Darla Mulder Colleague at Merrill LynchBirmingham, Alabama, United States View → AR Alejandro Richardson Crpc Alejandro Richardson Crpc Colleague at Merrill LynchOviedo, Florida, United States View → BK Bryan Krause Bryan Krause Colleague at Merrill LynchChester Springs, Pennsylvania, United States View → KD Kim Dixon Kim Dixon Colleague at Merrill LynchTallahassee, Florida, United States View → CP Christine Papadopoulos Christine Papadopoulos Colleague at Merrill LynchWashington Dc-Baltimore Area, United States View →
2 education records

John Veit, Cfa education

FAQ

Frequently asked questions about John Veit, Cfa

Quick answers generated from the profile data available on this page.

What company does John Veit, Cfa work for?

John Veit, Cfa works for Merrill Lynch.

What is John Veit, Cfa's role at Merrill Lynch?

John Veit, Cfa is listed as Director, Chief Investment Office at Merrill Lynch.

What is John Veit, Cfa's email address?

AeroLeads has found 1 work email signal at @ml.com for John Veit, Cfa at Merrill Lynch.

What is John Veit, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 201 for John Veit, Cfa at Merrill Lynch.

Where is John Veit, Cfa based?

John Veit, Cfa is based in New York, United States while working with Merrill Lynch.

What companies has John Veit, Cfa worked for?

John Veit, Cfa has worked for Merrill Lynch, State Street Global Advisors, and Jp Morgan.

Who are John Veit, Cfa's colleagues at Merrill Lynch?

John Veit, Cfa's colleagues at Merrill Lynch include Patty Hamblen, Pierre F., Tony Golden, Urbano Helguera, and Kathleen Maloney.

How can I contact John Veit, Cfa?

You can use AeroLeads to view verified contact signals for John Veit, Cfa at Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did John Veit, Cfa attend?

John Veit, Cfa holds Mba, Investments, Financial Analysis from Duke University - The Fuqua School Of Business.

What skills is John Veit, Cfa known for?

John Veit, Cfa is listed with skills including Valuation, Portfolio Management, Investments, Fixed Income, Asset Allocation, and Investment Management.

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