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  2. Charles E. Merrill - Wikipedia

    en.wikipedia.org/wiki/Charles_E._Merrill

    Charles Edward Merrill (October 19, 1885 – October 6, 1956) was an American philanthropist, stockbroker, and co-founder, with Edmund C. Lynch, of Merrill Lynch (previously called Charles E. Merrill & Co.).

  3. BofA Securities - Wikipedia

    en.wikipedia.org/wiki/BofA_Securities

    BofA Securities, Inc., [1] previously Bank of America Merrill Lynch ( BAML ), is an American multinational investment banking division under the auspices of Bank of America. It is not to be confused with Merrill, the stock brokerage and trading platform subsidiary of Bank of America. It provides services in mergers and acquisitions, equity and ...

  4. Fidelity Investments - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Investments

    Fidelity Investments. Fidelity Investments, formerly known as Fidelity Management & Research ( FMR ), is an American multinational financial services corporation based in Boston, Massachusetts. Established in 1946, the company is one of the largest asset managers in the world, with $4.9 trillion in assets under management, and, as of December ...

  5. Winthrop H. Smith Jr. - Wikipedia

    en.wikipedia.org/wiki/Winthrop_H._Smith_Jr.

    Winthrop Hiram "Win" Smith Jr. (born 1949 in New York, New York) is the former executive vice president of Merrill Lynch & Co. and Chairman of Merrill Lynch International, Inc. He spent 27 years at Merrill Lynch, beginning in 1974, after receiving an MBA from Wharton, retiring in January 2002. He is a 1971 graduate of Amherst College.

  6. William Schreyer - Wikipedia

    en.wikipedia.org/wiki/William_Schreyer

    William Schreyer. William Allen Schreyer (January 13, 1928 – January 22, 2011) was chairman emeritus and former CEO of Merrill Lynch & Co., where he worked for 45 years total, eight of them as chairman and CEO. He was also a noted philanthropist and served as former president of Pennsylvania State University 's Board of Trustees .

  7. Ahmass Fakahany - Wikipedia

    en.wikipedia.org/wiki/Ahmass_Fakahany

    Ahmass Fakahany. Ahmass Fakahany is an Egyptian-American businessman. He is the chief executive of the Altamarea Group, an American restaurant company he started in 2008 with Michael White. [1] He had previously worked for Merrill Lynch for twenty-one years where he was ultimately made President and COO.

  8. Cash management - Wikipedia

    en.wikipedia.org/wiki/Cash_management

    1217. Cash management refers to a broad area of finance involving the collection, handling, and usage of cash. It involves assessing market liquidity, cash flow, and investments. [2] [3] In banking, cash management, or treasury management, is a marketing term for certain services related to cash flow offered primarily to larger business customers.

  9. Prime brokerage - Wikipedia

    en.wikipedia.org/wiki/Prime_brokerage

    Prime brokerage is the generic term for a bundled package of services offered by investment banks, wealth management firms, and securities dealers to hedge funds which need the ability to borrow securities and cash in order to be able to invest on a netted basis and achieve an absolute return. The prime broker provides a centralized securities ...