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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-06 |
Branch Locations
One Bryant Park Gwim Chief Investment Office (Cio), New York, NY 10036 • United States
100 Federal St Gwim Chief Investment Office (Cio), Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2023 | Present |
| Yale School Of Management | New Haven | CT | 08/2022 | 06/2023 |
| University Of Toronto | Toronto | 09/2018 | 06/2022 | |
| Beckman High School | Irvine | CA | 08/2014 | 09/2018 |
| Triveni Capital | Stamford | CT | 02/2023 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-02 |
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