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  2. Edmund C. Lynch - Wikipedia

    en.wikipedia.org/wiki/Edmund_C._Lynch

    Merrill and Lynch. Edmund Lynch met Charles E. Merrill when Lynch was a stockbroker on Wall Street. In 1907, Merrill moved into Lynch's room at the YMCA's boarding house while trying to find a place to live in New York City. The two men shared their ideas of starting a brokerage, and became great friends.

  3. Henry Blodget - Wikipedia

    en.wikipedia.org/wiki/Henry_Blodget

    Henry McKelvey Blodget (born 1966) is an American businessman, investor and journalist. He is notable for his former career as an equity research analyst who was senior Internet analyst for CIBC Oppenheimer and the head of the global Internet research team at Merrill Lynch during the dot-com era. [1] Blodget was charged with civil securities ...

  4. Charles E. Fenner - Wikipedia

    en.wikipedia.org/wiki/Charles_E._Fenner

    Businessperson. Known for. Founding Fenner & Beane, a predecessor to Merrill Lynch. Charles Erasmus Fenner (1876–1963, age 87) was a businessperson in New Orleans, Louisiana, who founded Fenner & Beane, a brokerage firm which later became part of Merrill, Lynch, Pierce, Fenner, & Smith. [1] He was a civic leader in New Orleans.

  5. Market Rules to Remember - Wikipedia

    en.wikipedia.org/wiki/Market_Rules_to_Remember

    Market Rules to Remember is a list of ten cautionary rules for investors that was written in 1998 by the then-retired Chief Market Analyst at Merrill Lynch, Bob Farrell.. The rules became iconic on Wall Street and are frequently reprinted in leading financial advisory publicat

  6. Sallie Krawcheck - Wikipedia

    en.wikipedia.org/wiki/Sallie_Krawcheck

    2015-. Spouse. Gary Appel. Children. 2. Sallie L. Krawcheck (born November 28, 1964) [1] is the former head of Bank of America 's Global Wealth and Investment Management division and is currently the CEO and co-founder of Ellevest, a digital financial advisor for women launched in 2016. [2] [3] [4] She has been called "the most powerful woman ...

  7. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    v. t. e. Wealth management ( WM) or wealth management advisory ( WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates ...

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