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.