David Magrone
David Magrone is Managing Director, Founder and Leader of the The Magrone Group, a leading wealth management advisory team at Merrill Private Wealth Management. He directs the design and implementation of tailored strategies and offerings for ultra-high-net-worth clients, and works with a select group of highly accomplished clients who have complex needs and distinctive requirements. Magrone has broad experience in delivering wealth management services to ultra-high-net-worth families and specializes in diversified investment portfolios and investment and financial planning. Prior to joining Merrill in 1999, he spent five years at J.P. Morgan Securities where he handled investment portfolios and headed the taxable fixed income desk. Throughout his career, he has received numerous recognitions from industry periodicals and publications for his contributions in the financial services sector.
David Magrone Professional Experience / Academic History
Professional Experience
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Managing Director, Private Wealth Advisor
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Portfolio Manager, Wealth Advisor
Academic History
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Bachelor of Arts, Economics Management
THE MAGRONE GROUP
Magrone and his team channel their knowledge and insights as well as the firm's resources to help coordinate, consolidate, and simplify clients' financial lives.
He is responsible for constructing diversified investment portfolios within the context of clients' overall investment and estate planning objectives.
He also spearheads long-term strategy, customized credit and lending through Bank of America, N.A., a next-gen education and philanthropic strategy for clients.
The team also provides a comprehensive range of wealth management services, including financial planning, investment management, estate planning, and philanthropic planning.
RECOGNITIONS