Eric Schimpf                                                                                        

Globally Networked Wealth-Management Executive Eric Schimpf                              

About Eric Schimpf

A veteran wealth-management professional, Eric Schimpf serves as an executive director of a globally networked financial services firm. He manages a portfolio worth more than $600 million dollars and has strategic investments spanning North America and the Asia-Pacific region. From 1994 to 2010, Eric Schimpf held diverse leadership roles with Merrill Lynch’s United States Private Client Group. Initially serving the Merrill Lynch group as a financial advisor based in Menlo Park, California, he accepted a position as the Northeast District sales manager in 2000. In this capacity, he oversaw the activities of more than 3,000 employees throughout the northeastern United States and helped his team achieve recognition as “district of the year.”

Prior to joining his current firm, Mr. Schimpf spent three years as the regional director of Merrill Lynch’s Private Banking and Investment Group. Serving the needs of ultra-high-net-worth clients throughout the Southeast, he helped achieve approximately $200 million in annual revenues. Eric Schimpf maintains board positions with financial companies such as Risk Adviser Solutions and Ozforex and is a member of the Australian American Association.                            

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