Rebecca Rothstein

Board Director; Wayfarer Foundation

Managing Director of Private Wealth Management at Merrill Lynch Private Bank & Investment Group

 

Rebecca Rothstein is the Managing Director of Private Wealth Management at Merrill Lynch

Private Bank & Investment Group. She focuses on helping high-net- worth individuals, families

and institutions pursue their financial goals through wealth management and tax minimization

strategies and legacy planning services. She also works with corporate officers, developing

liquidity and diversification strategies for concentrated stock positions. Barron’s Magazine has

named Ms. Rothstein as one of the Top 100 Financial Advisors in America for six consecutive

years through 2012 and as one of the Top 100 Women Financial Advisors in America for seven

consecutive years through 2012.

 

Active in her community, Rothstein is a founding member and chairwoman of the board of

Roger Daltrey and Pete Townshend’s Teen Cancer America.

http://www.barrons.com/articles/SB51367578116875004693704580502190362347812