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.