Gregory McGauley

About Gregory McGauley

As the Head of the Merrill Private Wealth Management, International and Institutional groups, I am responsible for delivering the business strategy, intellectual capital, resources and solutions to the firm\'s largest client relationships – domestically and internationally. In addition, I focus on ensuring the delivery of a preeminent client experience among these groups, as well as the continued development of the members of his organization. Most recently, I was the Northeast Regional Managing Director for Merrill Private Wealth Management, where I led the Private Wealth Management advisors in New England, New York, New Jersey and Pennsylvania. I also oversaw the firm\'s Private Wealth Services team, which includes Merrill\'s Family Office Services, the Strategic Wealth Advisory Group and the Center for Family Wealth. I joined Merrill in 1994 a financial advisor in Hyannis, Massachusetts. Prior to joining Merrill Private Wealth Management in 2009, my former leadership roles included Associate Director of the Short Hills, New Jersey complex; Director of the Rockefeller Center complex in New York; and Director of the World Financial Center complex, also in New York. I received my undergraduate degree in Accounting and Finance from Fairfield University and my M.B.A. from the University of Colorado.*Merrill Lynch Family Office Services are offered through Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as \"MLPF & S\" or \"Merrill\"). In connection with its Family Office Services, Merrill is not acting in the capacity as a broker-dealer, nor as a registered investment adviser. Accordingly, through its Family Office Services, Merrill is not offering, and its clients are not paying for, advice with respect to securities, the purchase or sale of securities, or the valuation thereof, nor do Merrill Lynch\'s Family Office Services encompass financial planning, discretionary account management, or any other securities-related accounts, products or services. Merrill offers a broad array of brokerage and investment advisory accounts, products and services through other parts of its business outside of Family Office Services, which are subject to separate agreements, disclosures, and fee arrangements, and may be procured by applying or enrolling and contracting through those other business channels.

Experience

1. Head of Pwm, Intl, & Instl, Intl

   Merrill Lynch

   Feb 2009 — Present

   I am privileged to direct an exceptionally talented and experienced group of Private Wealth Advisors and Associates. I am responsible for ensuring that the region delivers a consistently outstanding experience to the individuals and families we serve. I help Advisors develop robust, integrated, and tailored wealth management strategies that respond to the complexities and opportunities of significant wealth. My colleagues and I foster a client-centered ethic that squarely focuses on client goals. I enhance the overall effectiveness of my team by leveraging the Firm\'s capabilities,streamlining our processes, and advocating for client needs.

Education

• University of Colorado

  Masters of Business Administration

  1998 — 2001

• Fairfield University

  Bachelor's Degree

  1989 — 1993