Merrill Lynch Wealth Management has hired wealth advisor Vishal Bakshi as a managing director for its private wealth management office in Midtown Manhattan.

Bakshi was previously associated Credit Suisse for more than 12 years and managed more than $1 billion in client assets.

Prior to Credit Suisse, Bakshi served as a business development manager at Bertelsmann Media Group.

In his new role, Bakshi and his team will focus on a client base that includes entrepreneurs, and board members and CEOs of Fortune 500 companies. Merrill Lynch’s Private Banking and Investment Group targets ultra-high net worth clients.

Also making the move to Merrill Lynch with Bakshi are team members Jayne Finst, who serves as vice president; David Greene, financial analyst; and Alex Plum, client associate, On Wall Street reported.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.