Profil
Ms. Gabriela I.
Adessi is a Senior Vice President & International Wealth Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. She has over 29 years of private wealth management and trust services experience.
Ms. Adessi is a qualified International Wealth Advisor and Portfolio Manager who, in addition to providing traditional advice and guidance, can help individuals, families, endowments and foundations pursue their objectives by building and managing her own personalized strategies, which incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
Ms. Adessi builds enduring relationships with clients and assists them in developing strategies that reflect their and their family’s unique goals.
She has experience working with multigenerational families and investing under complex trust structures.
Prior to working at Merrill Lynch, Ms. Adessi joined Fiduciary Trust International, a subsidiary of Franklin Templeton in 2000.
At Fiduciary Trust International, she was a Managing Director and Senior Portfolio Manager.
Ms. Adessi was also a member of Fiduciary Trust International of the South’s Trust Operations Committee and Trust Review and Collective Investment Trust Oversight Committee.
She was a member of Fiduciary Trust’s Technology team, Growth Equity Group and Equity Strategy Committee.
Gabriela started her career in the financial industry in 1995 at Merrill Lynch, Pierce, Fenner & Smith Inc. working in the Private Client Group.
Ms. Adessi graduated from Florida International University where she received her B.A. with a major in Finance and a minor in International Business.
She also obtained her MBA in Finance from Nova Southeastern University.
Aktive Positionen von Gabriela Ingrid Adessi
| Unternehmen | Position | Beginn |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Portfolio Manager-Aktien | 01.01.2016 |
Ehemalige bekannte Positionen von Gabriela Ingrid Adessi
| Unternehmen | Position | Ende |
|---|---|---|
Fiduciary Trust Company International
Fiduciary Trust Company International Investment ManagersFinance Provides investment advice | Portfolio Manager-Aktien | 31.12.2015 |
Ausbildung von Gabriela Ingrid Adessi
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Fiduciary Trust Company International
Fiduciary Trust Company International Investment ManagersFinance Provides investment advice | Finance |
Florida International University
Florida International University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nova Southeastern University, Inc.
Nova Southeastern University, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Finance |
















