Michael Marotta Email & Phone Number
Vice President - Ultra High Net Worth Advisory Group @ Merrill Lynch
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Michael Marotta Location
- New York, NY, US
Michael Marotta Work
- Vice President - Ultra High Net Worth Advisory Group @ (November 2024 - Present)
- COO and CIO Huvane Wealth Management Group @ (January 2023 - November 2024)
- Client Portfolio Specialist - OCIO @ (January 2022 - January 2023)
- Associate Director @ (January 2019 - January 2022)
- Associate @ (April 2017 - March 2019)
- Analyst @ (July 2015 - April 2017)
- Combat Engineer @ (January 2003 - February 2010)
Michael Marotta Education
- Columbia University
Bachelors in Political Science
2012-2015
Michael Marotta Skills
- Alternative Investment Strategies
- Business Relationship Management
- Client Development
- Client Presentation
- Client Relations
- Equities investing
- Family Offices
- Financial Planning
- Fixed-Income Investing
- Hedge Funds
- High-Net-Worth Individuals (HNWI)
- Investment Performance
- Investment Portfolios
- Investment Products
- Investor Reporting
- Manager Selection
- Market Analysis
- Performance Attribution
- Portfolio Analysis
- Presentation Skills
- Presentations
- Private Wealth Management
- Quarterly Reviews
- Relationship Building
- Relationship Development
- Team Management
- Teamwork
- Working with Investors
Michael Marotta Summary
- Michael Marotta, based in New York, NY, US, is currently a Vice President - Ultra High Net Worth Advisory Group at Merrill Lynch. Michael Marotta brings experience from previous roles at UBS and Mercer. Michael Marotta holds a 2012 - 2015 Bachelors in Political Science @ Columbia University. With a robust skill set that includes Alternative Investment Strategies, Business Relationship Management, Client Development, Client Presentation, Client Relations and more. Michael Marotta has 2 emails and 2 mobile phone numbers on RocketReach.
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