Justin Vaicek Email & Phone Number

Justin Vaicek works with ultra affluent clients/relationships to address their complex wealth management needs. As a Private Wealth Manager, Justin integrates the boutique services and strategies of Merrill Private Wealth Management to help clients achieve their financial goals. He integrates strategies across a spectrum of client needs including: investment management, executive services, trust and estate planning services as well as providing access to credit and lending from Bank of America.Justin has worked in the financial services industry since 1993 and has over 20 years of direct experience in capital markets. He has significant experience in equity research and portfolio management. Prior to joining the Merrill, Justin was a Senior Analyst and Officer of an Orange County based long/short equity hedge fund. Most recently he was a Senior Vice President, Senior Portfolio Manager at Bank of America Private Bank(formerly US Trust), responsible for understanding clients' specific investment objectives and long term goals to provide holistic investment advice and portfolio management solutions.He has been quoted in various financial publications including the Wall Street Journal, BusinessWeek, Barron's and The Orange County Register.Justin holds a B.A. from the University of Southern California and an M.B.A. from the University of California, Irvine.https://pwa.ml.com/bvgroup*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.

Listed skills include Investments, Valuation, Financial Modeling, Portfolio Management, and 35 others.