Alberto Hamonet
International Wealth Management Advisor, Managing Director at Merrill Lynch
Based in United States
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Seniority
C-Team
Department
Finance & Accounting
Location
United States
Industry
Financial Services
Company size
35K
Contact information
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Background
About Alberto Hamonet
For more than 30 years, Alberto Hamonet has catered to the sophisticated financial requirements of an international clientele. Before joining Merrill Lynch Wealth Management in 2011, Alberto served as Managing Director at UBS – leading a team of advisors assisting clients in Latin America. Alberto is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Alberto earned a CPA and Bachelor's degree in Business Administration from Universidad Catolica Argentina. He also holds an MBA in International Finance from the Stephen M. Ross School at University of Michigan. Alberto resides in Westport, Connecticut with his wife, Anne, and their four sons. In addition to enjoying family activities, Alberto enjoys playing polo, golf, tennis, squash, skiing, and fishing. Generous with his time, Alberto also volunteers in guidance, coaching and counseling program at LaGuardia Community College in Queens, New York.*Alberto does not offer tax advice in his role at Merrill.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for wealth advisors.
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