Andrew Altieri

Shilin Yin, CFP®, is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career as a Financial Advisor Associate at Morgan Stanley before joining Merrill Lynch Wealth Management in 2013. Supported by a team of Merrill and Bank of America specialists, she focuses on helping clients grow and preserve their wealth through challenging economic and market cycles and major life events. Shilin holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor (CRPC) credentials. She is a graduate of Converse College and holds master's degrees from Temple University and the California State University System. She is a native Mandarin Chinese speaker and a member of the Investment & Wealth Institute™. Her client focus areas include executive compensation, family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, ESG investing, and retirement income. Outside of her professional work, Shilin enjoys cooking, hiking, and traveling.

Michael Lanides is a Wealth Management Advisor at Merrill Lynch Wealth Management and a founding senior advisor of The Lanides Jeffreys Group. He leads a planning-based wealth management team focused on retirement wealth strategies and serves a client base that includes active and retired business owners, surgeons, and other medical professionals along the East Coast. His approach emphasizes understanding clients’ family dynamics and financial goals through frequent and open communication, enabling tailored strategies for managing wealth and planning legacies. With deep experience in risk management and portfolio diversification, Michael integrates Merrill Lynch research with his own analysis to create goal-based portfolios consisting of equities, bonds, hedge funds, and other asset classes. His philosophy centers on “winning by not losing,” prioritizing thoughtful risk mitigation. He works collaboratively with clients’ CPAs and attorneys to align financial and trust strategies. Michael holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Private Wealth Advisor (CPWA), and Chartered Retirement Planning Counselor™ (CRPC), among others. He earned a Bachelor's degree from Union College. Outside of his professional work, Michael’s personal interests include baseball, basketball, biking, cooking, football, golfing, music, skiing, spending time with family, and yoga. He values providing financial education to clients and leading with accountability and approachability in his advisory role.

Shane Mahieu serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in the financial services industry in 1995, he has focused on providing personalized financial strategies by developing a thorough understanding of each client’s unique goals and circumstances. Shane’s approach involves a disciplined and dynamic process that adapts to changing conditions, aiming to help clients achieve long-term financial goals including college education planning, executive compensation, family wealth management, philanthropic planning, and retirement income strategies. Shane holds a Bachelor's degree from Clarkson University and has earned the Accredited Asset Management Specialist™ (AAMS) and Personal Investment Advisor (PIA) designations. He maintains various FINRA registrations and insurance licenses to support his advisory role comprehensively. Drawing on over 27 years of experience and the resources of Merrill Lynch and Bank of America, Shane collaborates with clients and their other trusted advisors to coordinate all assets efficiently and build multi-generational relationships. Beyond his professional work, Shane has been an active volunteer firefighter for more than 27 years, holding past leadership roles including Lieutenant, Treasurer, and Board Member. He also has served on the boards of the Brown School in Schenectady and the Mayor’s Business Development Council in Glens Falls, as well as involvement with the Glens Falls Kiwanis Club. Shane resides in Niskayuna, NY with his son Blake and enjoys a variety of outdoor activities such as boating, fishing, motorcycling, and racing.