Advisor at Merrill
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Gennaro Disilvio is a Private Wealth Advisor at Merrill Private Wealth Management. In his role, he focuses on understanding clients' goals, future needs, and risk appetite to act as a steward of their capital. As both a Private Wealth Advisor and Portfolio Manager, he employs active management strategies aimed at achieving maximum risk-adjusted returns while adapting to market changes and inefficiencies. He manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, model portfolios, and third-party investment strategies.
Gennaro's expertise extends to serving a variety of clients, including families, institutions, endowments, foundations, and non-profits. He utilizes Merrill’s resources, such as an inventory of investment-grade fixed income securities and secondary market presence, to help clients maintain liquidity under challenging conditions. He also provides professional oversight related to fiduciary responsibilities and guidance concerning Investment Policy Statements. His client focus covers a broad range of areas, including family wealth management, institutional investment consulting, liquidity management, socially responsible investing, and tax minimization.
He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Duquesne University. Outside of his professional work, Gennaro has an interest in adventure sports, basketball, billiards, football, golfing, ice hockey, music, skiing, and traveling.
Bank of America, N.A.
2018 - Present (8 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated
2018 - Present (8 years)
Oppenheimer & Co. inc.
2015 - 2018 (3 years)
CFP®, CFA®
Pittsburgh, PA
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