I help people unwind the intricacies of substantial wealth, allowing them to regain time, enhance their capacity, and pursue the lives and legacies they envision. I am a Private Wealth Advisor with Merrill in New York City. I serve ultra-high-net-worth individuals and families throughout the United States, providing them with the one-on-one focus and sustained leadership their wealth deserves. Clients look to me to devise a more cohesive and strategic approach to the demands of significant wealth. Many are business owners and entrepreneurs. Others are senior executives, investors, and successful families. Whatever a client's path to wealth, I bring a steady resolve to do everything I can to create a preeminent client experience– one that reflects the integrity, discipline, and empathy I bring to my life and my work. People sense my genuine interest in their lives-both what they have done and what they want to accomplish. I appreciate the distinctive demands of substantial wealth and mobilize the resources and capabilities that clients require. Excellence is my goal-not for a single interaction, but over the course of my long-term relationships. Prior to my current role, I worked with Bank of America's Global Markets institutional clients, primarily hedge funds and market-makers, and previously served as a Vice President for the firm's Global Prime Financing business. After graduating from West Point, I served as an active-duty military intelligence officer and deployed to Afghanistan in support of Operation Enduring Freedom. In that capacity, I was responsible for leading intelligence analysis that informed tactical decisions. I bring those same skills to bear in working with wealth creators, senior executives, and their families. Education: ▪️ B.S., U.S. Military Academy, West Point ▪️ MBA, Columbia Business School Reach Me Directly: 212.418.2826  matt.wang@ml.com *Sports & Entertainment Accredited Wealth Management Advisor™ , SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.