Source: Barron’s “Top 100 Institutional Consulting Teams” list, April 16, 2021. The advisors in the ranking were evaluated on a range of criteria, including institutional investment assets overseen by the advisor and his/her team, the revenue generated by those assets, the number of clients served, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishment represented on the team. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Bank of America is a marketing name used by several Bank of America Corporation (“BofA Corp.”) businesses, including, but not limited to, the Retirement Services business and Global Institutional Consulting (“GIC”), which offer products and services for the benefit of institutional and ultra‑high‑net‑worth clients. GIC is part of the Global Wealth & Investment Management business of BofA Corp. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned nonbank affiliates of BofA Corp., including MLPF&S, a dually registered broker‑dealer and investment adviser and Member SIPC. MLPF&S makes available investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp. Investment products: Are Not FDIC Insured, Are Not Bank Guaranteed, May Lose Value.
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CFA® Senior Vice President International Wealth Advisor Global Institutional Consultant
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