Michael Adrian

Robert Mangiacotti is a Wealth Management Advisor with Merrill Lynch Wealth Management. He serves affluent families, retirees, professionals, and business owners, providing strategic guidance in financial planning, investment management, and private banking services. His approach emphasizes managing risk and creating personalized financial plans aligned with clients' life priorities and goals. Mangiacotti has earned an MBA in Finance from the University of Maryland and holds a Bachelor of Science degree in Electrical Engineering from Brown University. His professional credentials include Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He works with clients across various focus areas including college education planning, executive compensation, and retirement planning. In addition to his financial advisory work, Mangiacotti is active in ski racing as an official and Technical Delegate of the United States Ski Association. He is also involved with the Vermont Alpine Racing Association. He speaks both Italian and English and has a background as a varsity football player during his time at Brown University.

Adam Walsh is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his Wall Street career over 30 years ago as an institutional equities trader at Bankers Trust. Prior to joining Merrill Lynch in 2003, Adam practiced as a securities and antitrust attorney for six years. After retiring from law, he transitioned to wealth management, bringing his experience in investments and long-term retirement planning to serve his clients. Adam works with high net-worth families and small businesses, focusing on analyzing clients' risk tolerance, time horizon, liquidity needs, and overall investment goals to craft tailored strategies. He collaborates with clients and their estate planning attorneys to navigate the complexities of the estate planning process. Adam holds several professional designations, including CERTIFIED FINANCIAL PLANNER® and CERTIFIED PLAN FIDUCIARY ADVISOR®, and also holds Personal Investment Advisor and Retirement Benefits Consultant credentials. He graduated magna cum laude with a Bachelor of Arts in Political Science from Catholic University and earned his Juris Doctor from the University of Connecticut School of Law. Adam serves as a Commander in the United States Navy reserves and is a decorated veteran of Operation IRAQI FREEDOM. He and his wife Lauren split their time between their homes in Newport, Rhode Island, and Londonderry, Vermont. Adam is also a member of the Sail Newport Advisory Board.