MHC & Associates
Drawing on more than 61 years of combined financial market experience and oversight of more than $2.4 billion in assets as of September 18, 2026, Portfolio Managers David Massey and Valentine Huang bring a distinctive institutional perspective to corporate cash management. David contributes 26 years of experience advising institutional clients on corporate cash and liquidity strategies, while Valentine adds 25 years of institutional equity, investment banking, and wealth advisory experience. Senior Financial Advisor Nick Chin brings more than 10 years of experience advising founders, corporate executives, and high-net-worth families on wealth management and investment strategies. Together, their extensive portfolio management, capital markets, and advisory experience empowers clients to navigate an increasingly complex investment landscape with customized strategies aligned to their objectives, liquidity needs, and risk parameters.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis their own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
CRPC™
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
