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THE ERDMANN GROUP Erdmann, Giannetti, Brookfield, Carpentieri

Merrill Private Wealth Management

2 Pickwick Plaza

Floor 3

Greenwich CT 06830

(203) 861.5902

Learn more about an advisor's background on

WelcomeRecognitionOur ApproachMeet Our TeamInsightsAbout Private Wealth

Mission Statement

We are incredibly proud of the relationships we have with our families and are grateful for the trust they place in each of us. Wealth brings complexity, and we believe our role as stewards alongside families will support them for generations to come.

Welcome

The Erdmann Group is nationally recognized as a top wealth management team dedicated to helping generations of families navigate their wealth.
Throughout our 40 years, we have prioritized a personalized client experience that focuses on what matters most; going beyond investments to include decisions around planning, lending, philanthropy, and liquidity events. Our team prides itself on offering the best of both worlds - the intimacy and customization our families deserve combined with the resources, capabilities, and security of a global bank.

Recognition

John Erdmann (Jeff)

Managing Director, Private Wealth Advisor

Barron's "America's Top 100 Financial Advisors", 2005-2024

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2009-2024

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Show More Recognitions

Barron's "America's Top 100 Financial Advisors", 2005-2024

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2009-2024

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Forbes "America's Top Wealth Advisors", 2016-2024

(Published in April 2023-2024. Rankings based on data as of June of the previous year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)

Barron's "America's Top Private Wealth Advisory Teams", 2019-2024

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Forbes "Top 100 Private Wealth Teams", 2022-2024

(Published annually in April. Rankings based on data as of December 31 of prior year.)

Show more recognition

John Erdmann (Jeff)

Managing Director, Private Wealth Advisor

Barron's "America's Top 100 Financial Advisors", 2005-2024

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2009-2024

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Show More Recognitions

Barron's "America's Top 100 Financial Advisors", 2005-2024

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Barron's "America's Top 1200 Financial Advisors State-by-State", 2009-2024

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Forbes "America's Top Wealth Advisors", 2016-2024

(Published in April 2023-2024. Rankings based on data as of June of the previous year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)

Barron's "America's Top Private Wealth Advisory Teams", 2019-2024

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Forbes "Top 100 Private Wealth Teams", 2022-2024

(Published annually in April. Rankings based on data as of December 31 of prior year.)

Robert Giannetti

Managing Director, Private Wealth Advisor

Barron's "Top 1200 Financial Advisors", 2017-2024

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2018-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Barron's "Top 1200 Financial Advisors", 2017-2024

(Published annually in March. Rankings based on data as of September 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2018-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Mark Brookfield

Managing Director, Private Wealth Advisor

Forbes "Best-in-State Wealth Advisors", 2020-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2020-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Anthony Carpentieri

Managing Director, Private Wealth Advisor

Forbes' "America's Top Next-Generation Wealth Advisors", 2017-2018, 2022-2023

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Forbes "Top 250 Next-Generation Wealth Advisors", 2019-2020

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Show More Recognitions

Forbes' "America's Top Next-Generation Wealth Advisors", 2017-2018, 2022-2023

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Forbes "Top 250 Next-Generation Wealth Advisors", 2019-2020

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Barron's "America's Top Private Wealth Advisory Teams", 2019-2020

(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)

Financial Planning's "Top 40 Advisors Under 40", 2022

(Published on February 1, 2022. Rankings based on data as of Sept 30, 2021.)

Forbes "America’s Top Wealth Management Teams Private Wealth", 2023-2024

(Published annually in November. Rankings based on data as of March 31 of current year.)

Andrew Billinghurst

Senior Vice President, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2022-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2024-2025

(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)

Show More Recognitions

Forbes "Best-in-State Wealth Advisors", 2022-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2024-2025

(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)

Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022

(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)

Forbes "America's Top Next-Generation Wealth Advisors", 2021

(Published on September 21, 2021. Rankings based on data as of March 31, 2021.)

Benjamin Bryce

Senior Vice President, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2019-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2024-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Forbes "Best-in-State Wealth Advisors", 2019-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "Best-in-State Wealth Management Teams", 2024-2025

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Mario Forlini

Managing Director, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2020-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Barron's "Top 1200 Financial Advisors", 2017

(Published on March 6, 2017. Rankings based on data as of September 30, 2016.)

Forbes "Best-in-State Wealth Advisors", 2020-2024

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Barron's "Top 1200 Financial Advisors", 2017

(Published on March 6, 2017. Rankings based on data as of September 30, 2016.)

Brian Dalton

Managing Director, Wealth Management Advisor

Forbes "Best-in-State Wealth Advisors", 2021-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "America's Top Next-Generation Wealth Advisors", 2018, 2020

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Show More Recognitions

Forbes "Best-in-State Wealth Advisors", 2021-2025

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Forbes "America's Top Next-Generation Wealth Advisors", 2018, 2020

(Published annually July – Sept. Rankings based on data as of March 31 of current year.)

Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2019

(Published on September 4, 2019. Rankings based on data as of March 31, 2019.)

Read Hubbard

Senior Vice President, Senior Financial Advisor

Forbes "Best-in-State Wealth Management Teams", 2025

(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)

Forbes "Best-in-State Wealth Management Teams", 2025

(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)

THE ERDMANN GROUP Erdmann, Giannetti, Brookfield, Carpentieri

Barron's "Top 100 Private Wealth Management Teams", 2019-2024

(Published annually in April. Rankings based on data as of December 31 of prior year.)

Forbes "America's Top Wealth Management Teams Private Wealth", 2023-2024

(Published annually in November. Rankings based on data as of March 31 of current year.)

Click here to learn more about advisor recognitions

Our Approach

Our Strategic Partners

For years, we have worked to expand our team to best support you and your family. Our strategic partnerships are a testament to that - we share philosophy and approach - working together to help you achieve your goals:

Greenwich Wealth Partners
Andrew Billinghurst CDFA®, CFP^®, SE-AWMA^TM
Senior Vice President, Wealth Management Advisor

Craig Andrzejweski
Financial Advisor

John Marinelli
Financial Advisor
Greenwich Wealth Partners, Financial Advisors in Greenwich, CT 06830 | Merrill

The Bryce Group
Benjamin C. Bryce CPWA® Senior Vice President, Wealth Management Advisor

John O'Donoghue Director, Senior Financial Advisor
The Bryce Group, Financial Advisors in Greenwich, CT 06830 | Merrill

The Dalton Group
Brian Dalton Managing Director, Wealth Management Advisor
Christian Sbarro CEMA^R Senior Vice President, Senior Financial Advisor
The Dalton Group, Financial Advisors in New York, NY 10036 | Merrill

The Forlini Group
Mario Forlini Managing Director, Wealth Management Advisor
The Forlini Group, Financial Advisors in Greenwich, CT 06830 | Merrill

The Hubbard Group
Read Hubbard Senior Financial Advisor
William Bryan CPWA^R Vice President, Senior Financial Advisor
The Hubbard Group, Financial Advisors in Greenwich, CT 06830 | Merrill

The Erdmann-Graber Group
Charlie Erdmann Financial Advisor
Matt Graber Financial Advisor
Charlie Erdmann – Merrill Financial Advisor – Merrill

The Robertson Group
Lora Robertson Financial Advisor

The Blosio Group
Rob Blosio Jr. Senior Financial Advisor
Robert Blosio Jr. - Financial Advisor in Greenwich, CT 06830 Merrill

Meet Our Team

John Erdmann (Jeff)

Managing Director, Private Wealth Advisor

203.861.5902

Robert Giannetti,

CIMA®

Managing Director, Private Wealth Advisor

203.861.5951

Mark Brookfield,

CFP®

Managing Director, Private Wealth Advisor

203.861.5962

Anthony Carpentieri,

CDFA®, CRPC™

Managing Director, Private Wealth Advisor

203.863.7664

Elizabeth Carey,

CFA

Vice President, Private Wealth Advisor

203.863.7643

Kersten Mitton Rivas

Officer, Private Wealth Client Associate

203.861.5988

Patricia Drpich,

CRPC™

Assistant Vice President, Private Wealth Relationship Manager

203.863.7639

Susan J Christy,

AWMA™

Assistant Vice President, Private Wealth Associate

203.861.5928

Kenneth C Doyle

Private Wealth Client Associate

203.861.5914

Theadeen A Dalley

Officer, Private Wealth Client Associate

203.861.5970

Chelsea A Cammarota

Assistant Vice President, Private Wealth Associate

203.861.5986

Glen W Mathews,

AWMA™

Assistant Vice President, Private Wealth Investment Management Specialist

203.861.5929

Jodine Lyn Childs

Assistant Vice President, Private Wealth Associate

203.863.7650

Katheryn Jones,

CPWA®

Assistant Vice President, Senior Private Wealth Planner

203.861.5933

Tonny O Navarro,

CFA

Private Wealth Senior Investment Manager

203.863.7670

Jeffrey W Carroll,

CIMA®

Assistant Vice President, Private Wealth Relationship Manager

203.863.7658

Christina Rossi

Private Wealth Client Associate (FP)

203.861.5912

William Quentin,

CIMA®

Assistant Vice President, Private Wealth Investment Management Specialist

203.861.5984

Dijana Stanisic,

AAMS™, AWMA™

Private Wealth Management Specialist

203.863.7656

Erin Cleary

Registered Private Wealth Client Associate

203.863.7638

Elena Ferrante

Registered Private Wealth Client Associate

203.861.5982

Kiersten Ohls

Private Wealth Client Associate

203.861.5998

Brian Minicus

Wealth Management Specialist

203.863.7616

Andrew Billinghurst,

CDFA®, CFP®, SE-AWMA™,CEPA®

Senior Vice President, Wealth Management Advisor

203.861.5910

Benjamin Bryce,

CPWA®

Senior Vice President, Wealth Management Advisor

203.861.5936

Mario Forlini

Managing Director, Wealth Management Advisor

203.861.5930

Brian Dalton

Managing Director, Wealth Management Advisor

212.382.8599

Read Hubbard

Senior Vice President, Senior Financial Advisor

203.861.5911

Charlie Erdmann

Financial Advisor

203.861.5939

Lora Robertson,

CDFA®

Financial Advisor

203.861.5940

Joshua Carter,

CPFA®

First Vice President, Senior Financial Advisor

203.789.2407

Robert Blosio Jr.

Senior Financial Advisor

203.861.5953

Insights

Market Briefs: Breaking insights on the economy and policy changes

Considerations for potentially reducing your tax bill this year or moving forward

Insights on how families can navigate communication amidst wealth

Strategic approaches to real estate gifting

The value of developing family policies

Market Decode: Small caps, big potential

About Private Wealth

We meet complexity head on
Growing and navigating wealth isn't a straight line. There are complexities and opportunities at every turn. That's why your Merrill team serves as mission control for your wealth, offering the highest level of execution and world-class intellectual capital to help keep you moving forward through every pivotal moment. Find out what it's like to work with us.