Venture Services Group
Merrill Lynch Wealth Management
555 California St
Floor 18
San Francisco, CA 94104
(877) 772.9041
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Mission Statement
Venture Services Group is dedicated exclusively to serving the brokerage and custody needs of the Venture Capital & Private Equity global communities.
Welcome

Venture Services is a 60+ person team focused exclusively on private investors: Private Equity, Venture Capital, Sovereign, Cross-Over, and Corporate funds as well as their General and Limited Partners. For more than 20 years, we have helped investors thoughtfully and discretely acquire, hedge, leverage, and monetize public market investments globally.

Our offices are located in San Francisco, New York, Boston, Phoenix, Miami, and Newport Beach.

Recognition
Venture Services Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
About Us

Our business was founded in 1994 on the premise that the Venture Capital and Private Equity community has a unique set of needs that are not adequately serviced by traditional institutional or retail brokerage divisions. Our clients are the broad constituency of alternative investors: Angels, Seed, Venture Capital, Endowments, Corporates, Pensions, SWIFS, Private Equity, Fund of Funds, Hedge Funds, as well as individuals, with the commonality of private investments and high expectations.

We offer a full suite of tailored services that encompass the brokerage, banking, and operational needs of the Venture Capital and Private Equity community. These services range from the management of stock distributions, restricted stock sales and settlement, drafting and implementation of 10b5-1 plans, and other alternative monetization strategies. In addition, as a broker-dealer, Merrill is a "Qualified Custodian" under Rule 206(4)-2 of the Investment Advisers Act of 1940. More broadly, we act as a conduit into the Bank of America Enterprise for our clients and their portfolio companies.

We are extremely proud of our commitment to diversity, particularly in how we have shaped our team and think about our business. We firmly believe the diverse backgrounds and experiences of our 60+ member team enhances what we do each day for clients and how we approach solutions.

*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Wednesday, September 17th 2025| 4:00pm
35th Annual Private Equity CFO Conference

The Merrill Private Equity CFO Conference is designed to address pertinent issues facing today's Private Equity Finance Professionals, Chief Operating & Compliance Officers and General Counsels. The ...

Meet Our Team
Thomas Hutson-Wiley
Managing Director, Senior Financial Advisor
415.955.3879
Valerie Garcia Houts
Managing Director, Senior Financial Advisor
415.955.3878
Andrew Lodoen
Managing Director, Senior Financial Advisor
617.946.4185
Henry Villeda
Managing Director, Resident Director
602.954.5055
Emmeline Swanson
Managing Director, Senior Financial Advisor
212.680.5931
William Walters
Managing Director, Senior Financial Advisor
415.955.3948
Kerstin L. Barstad,

CRPC™

Vice President, Senior Business Manager
415.955.3849
Dee Dozier
Managing Director, Senior Financial Advisor
305.377.3967
Julia A. Emenhiser,

CRPC™

Assistant Vice President, Business Manager
415.955.3848
Brendan Gallagher,

AWMA™, CRPC™

Assistant Vice President, Relationship Manager
212.680.5953
Christopher Garcia
Managing Director, Senior Financial Advisor
415.955.3864
Matthew Goldberg,

AWMA™

Managing Director, Senior Financial Advisor
415.955.3867
Peter Miller
Managing Director, Senior Financial Advisor
410.547.5192
AC Morgan
Managing Director, Senior Financial Advisor
212.680.5948
Chris Sercu,

CFA

Managing Director, Senior Financial Advisor
415.955.3928
Timothy Shibata,

AWMA™

Managing Director, Senior Financial Advisor
415.955.3931
Tyler Straeter,

AWMA™

Senior Vice President, Senior Financial Advisor
949.721.7276
Timothy Walker,

AWMA™

Managing Director, Senior Financial Advisor
212.680.5955
Jo-Ann Agcaoili
Wealth Management Client Associate
415.955.3924
Taylor Ally
Officer, Registered Wealth Management Client Associate
212.236.9145
Audrey Connell Bell
Officer, Registered Wealth Management Client Associate
212.236.0020
Sanjay Britto
Assistant Vice President, Wealth Management Associate
949.721.7211
Aliette Demi Briviesca
Wealth Management Client Associate (FP)
602.954.5027
Christie Chan
Officer, Registered Wealth Management Client Associate
212.680.5900
Sarah Costello
Assistant Vice President, Wealth Management Associate
617.946.4208
Keeson Davis
Officer, Registered Wealth Management Client Associate
415.955.3846
Pakize Diri
Wealth Management Client Associate
415.955.3852
Jonathan Dupre
Registered Wealth Management Client Associate
617.946.4334
Samantha Eline
Wealth Management Client Associate (FP)
212.680.5930
Nomin Erdenekhuu
Wealth Management Seasonal Client Associate (FP)
415.955.3937
Paul J Genco
Assistant Vice President, Wealth Management Associate
212.680.5932
Ruben J Guillen
Wealth Management Client Associate (FP)
602.954.5015
Debra L. Hudson
Wealth Management Client Associate
415.955.3962
Deidre Hutting,

CRPC™

Assistant Vice President, Business Development Specialist
949.721.7247
Conor McClarey,

CMT®

Assistant Vice President, Relationship Manager
415.955.3901
Ron Mizrachi
Wealth Management Client Associate (FP)
415.955.3983
Patrick Francis Mullen
Registered Wealth Management Client Associate
415.955.3883
Shelley Owens
Wealth Management Client Associate
415.955.3918
William Pierson
Officer, Registered Wealth Management Client Associate
602.954.5035
Patrick Prendergast
Registered Wealth Management Client Associate
305.377.7729
Arbella M Rasho
Officer, Wealth Management Client Associate (FP)
602.954.5038
Joseph Regan,

CRPC™

Assistant Vice President, Relationship Manager
212.680.5943
Ryan Richard Russell
Registered Wealth Management Client Associate
617.946.4139
Shane Siler
Officer, Registered Wealth Management Client Associate
415.955.3894
Jamielee Smith
Officer, Registered Senior Wealth Management Client Associate
415.955.3935
Matthew Jayden Swimmer
Registered Wealth Management Client Associate
602.954.5023
Ricky Tsang
Officer, Wealth Management Client Associate (FP)
602.954.5090
Victoria Var-Heibak
Officer, Registered Wealth Management Client Associate
305.377.3968
Jackson Wegner
Officer, Registered Wealth Management Client Associate
415.955.3834
McCoy Wegner,

CRPC™

Assistant Vice President, Relationship Manager
415.955.3861
Angela Yaeli
Officer, Wealth Management Client Associate (FP)
602.954.5043
Charles C. Young
Wealth Management Client Associate (FP)
415.955.3938
About Merrill

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.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.