ari weber

senior vice president, senior financial advisor, senior portfolio advisor, global wealth and investment management

About

Ari Weber. Financial Advisor, Senior Portfolio Advisor, Investment & Wealth Management at Merrill Lynch. Location: Boston, Massachusetts; Industry: Investment...

Country

united states

City

boston

Industry

investment management

Skill

portfolio management, investment management, capital markets, banking, financial modeling, investment banking, valuation, wealth management, asset managment, alternative investments, pensions, series 7, investments, hedge funds, private equity, investment strategies, asset allocation, asset management, due diligence, bloomberg, fixed income, financial analysis, equities, securities, corporate finance, equity research, finance, risk management, bonds, customized wealth planning, goal based wealth management

Experience

vice president

eran real estate

2008-12 - 2009-12 · 1 yr 1 mo

associate, capital markets

ironwood global, llc

2011-6 - 2012-11 · 1 yr 6 mos

venture finance summer associate

rcc ventures, llc

2010-6 - 2010-9 · 4 mos

summer analyst: sales and trading

citi

2008-5 - 2008-8 · 4 mos

summer analyst: global markets and banking

citi

2007-5 - 2007-8 · 4 mos

senior vice president, senior financial advisor, senior portfolio advisor, global wealth and investment management

merrill lynch

2012-11 - Present · 13 yrs 11 mos

Ari is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.

Education

cornell university

2009-1 - 2011-1 · 2 yrs 1 mo

cornell johnson graduate school of management

business administration

2009-1 - 2011-1 · 2 yrs 1 mo

Activities and Societies: Johnson Board Fellow President of The Johnson Graduate School of Management Men's Rugby Team Vice President of International Affairs for the Ethics Action Group (EAG) Vice President of Start-up Series for The Entrepreneurship and Venture Capital Club (EVC) Prospective Student Admissions Ambassador: (JGSM)

brandeis university

economics

2005-1 - 2009-1 · 4 yrs 1 mo

Activities and Societies: International Economics Honors Society, Omicron Delta Epsilon: initiated spring 2007. Received first honors in all semester from Spring 2006- Spring 2009 & Graduated with Latin Honors: Cum Laude Vice President: Alpha Epsilon Pi Fraternity: Lambda Beta Chapter and Philanthropy Chair Resident Advisor and ambassador to the Administration’s Academic Initiatives Committee Brandeis Men's Rugby Team