Rick Ehrlich

Portfolio Manager-Equities at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)

Finance

Consumer Services

Profile

Mr. Richard M.
Ehrlich is a Senior Vice President & Senior Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. He focuses on strategies that emphasize the use of sophisticated techniques with the potential to help increase returns and reduce risk.
He has more than four decades of experience in investment management.
Since 1977, Mr. Ehrlich has served high-net-worth families, and since 1982 he has worked with nonprofit institutions with combined investable assets worth more than $3 billion.
Prior to joining Merrill Lynch in 1994, he was a Senior Vice President of the high-net-worth division of a major investment bank, where he was credited with developing and marketing the first billion dollar investment management product for the firm.
Mr. Ehrlich graduated from Syracuse University in 1977 with a Bachelor of Science in Finance.
He holds the Chartered Retirement Planning Counselor (CRPC) designation.

Rick Ehrlich active positions

Companies	Position	Start
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.	Portfolio Manager-Equities	30/11/1994

All active positions of Rick Ehrlich

Former positions of Rick Ehrlich

Companies	Position	End
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey.	Portfolio Manager-Equities	-

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Training of Rick Ehrlich

Syracuse University

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

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Linked companies

Private companies	2
Merrill Lynch Private Client Group Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey.	Finance
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business.	Finance