Richard Ehrlich Email & Phone Number

Rick has more than four decades of experience consulting with clients about investment management. Since 1977 he has served high-net-worth families, and since 1982 he has worked with institutional clients whose combined investable assets are worth more than $3 billion. Rick focuses on wealth management strategies that emphasize the use of sophisticated techniques meant to increase returns and reduce risk.Additionally, Rick plays a lead role in developing the team's thought leadership on overall financial strategy and macro economic outlook. He is skilled at synthesizing the often complex research from across Wall Street into digestible and understandable insights that drive portfolio decisions. Driven by our philosophy that an important component of long-term success is to promote education and understanding among our investing clients. Rick's distinct ability to distill complex market dynamics and investing principles down into easily understood concepts has fostered a long standing success of compounding wealth for both individual and investors alike.Prior to joining Merrill, Rick was a Senior Vice President of the high-net-worth division of a major investment bank, where he was credited with developing and marketing the first billion dollar investment management product for the firm. In addition, Rick is often featured as a keynote speaker at the Merrill Princeton Campus for Wealth Planning and Asset Allocation Modeling. He has appeared on numerous network financial television shows and has co-authored several books. He graduated from Syracuse University in 1977 with a Bachelor of Science in Finance.*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.

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  Senior Financial Advisor, Senior Vice President

  Merrill Lynch Wealth Management

  Dec 1994 - Present

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  Syracuse University

  Bachelor'S Degree