Merrill Lynch Wealth Management has hired wealth advisor Vishal Bakshi as a managing director for its private wealth management office in Midtown Manhattan.
Bakshi was previously associated Credit Suisse for more than 12 years and managed more than $1 billion in client assets.
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Prior to Credit Suisse, Bakshi served as a business development manager at Bertelsmann Media Group.
In his new role, Bakshi and his team will focus on a client base that includes entrepreneurs, and board members and CEOs of Fortune 500 companies. Merrill Lynch’s Private Banking and Investment Group targets ultra-high net worth clients.
Also making the move to Merrill Lynch with Bakshi are team members Jayne Finst, who serves as vice president; David Greene, financial analyst; and Alex Plum, client associate, On Wall Street reported.
