Oscar Ham

Background

About Oscar Ham

Emerson has been with Merrill Lynch for over 20 years working as a financial advisor to high net worth families. His focus within The Bouchillon and Ham Group is portfolio construction and management. He holds the Certified Investment Management Analyst® designation(CIMA®)* and is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®) a designation awarded by the Certified Financial Planner Board of Standards, Inc**. Emerson’s main focus is in developing investment strategies for the team. Emerson helps clients implement an institutional approach to portfolio construction blending both active and passive management with alternative He uses a variety of tools such as stocks, bonds, professional money managers, mutual funds and indexes to help clients create portfolios that give them the best opportunity to meet their goals.*CIMA® -The Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of the CIMA® and Certified Investment Management Analyst® marks signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.**CFP® certification is awarded by the Certified Financial Planner Board of Standards, Inc. which owns the certification marks CFP® and Certified Financial Planner™ in the U.S, which it awards to individuals who successfully complete the CFP Board's initial and ongoing certification or all alternative investments may not be suitable for all investors Specialties: Wealth Planning, Investment Strategy, Portfolio Composition