Wealth Management Advisor and Portfolio Manager, Merrill Lynch
As a Wealth Management Advisor with Merrill Lynch Wealth Management, Sudip develops long-term financial goals and implements customized wealth strategies.
A native of New York, Sudip has been a financial professional since 1998. His experience includes serving institutions in investment banking at JP Morgan, equity research at Credit Suisse, management consulting at McKinsey & Co and investment management at New York Life. Sudip now brings this level of institutional experience and knowledge to his private wealth clients. He is a trusted counselor to high-net-worth individuals and their families, business owners, and corporate executives to help them meet their short and long-term financial goals. From his not-for-profit board experience, Sudip also focuses on meeting the unique needs of such institutions, foundations, endowments and their donors to help them develop, define and transform charitable goals into actionable strategies.
As a Chartered Financial Analyst® charterholder, a designation awarded by the CFA® Institute, Sudip is highly trained in investment management. Sudip also holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.
Among his civic and not-for-profit activities, Sudip serves on the Board of AFS Intercultural Programs USA (“AFS-USA”), the Board of Governors with the Association of Yale Alumni, and the Board of The Yale Alumni Association of New York. He also serves as a Parent Coach/Volunteer with the Jericho Athletic Association, a member of the Cornell Alumni Admissions Ambassador Network and a member of/admissions interviewer for the Yale Alumni Schools Committee. Sudip formerly served on the Board of Queens Community House and on the Board of Hunger Free America (formerly known as the New York City Coalition Against Hunger).
Sudip is a graduate of Cornell University with a BS in engineering. He earned an MBA from Yale University. He is Series 7 and 66 FINRA registered; holds the Life, Accident/Health and Annuities and Long-Term Care Insurance licenses. He and his wife live in Jericho, NY, with their son and daughter.
He follows a deep-seated family tradition of participating in the communities he professionally serves, which drives his interest in spending time volunteering with organizations in our community.