The Thorndyke Group
Merrill Lynch Wealth Management
110 N Wacker Dr
Chicago IL 60606
(312) 696.7645
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Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
The Thorndyke Group
Welcome

Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.

Recognition
Mark Thorndyke
Managing Director, Wealth Management Advisor
Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2024
(Published annually in November. Rankings based on data as of March 31 of current year.)
Forbes "America’s Top 250 Wealth Advisors", 2022-2024
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2023
(Published on March 10, 2023. Rankings based on data as of September 30, 2021.)
Show more recognition
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About Us
Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, we can work with you to build your own personalized financial strategy.

Tuesday, January 21st 2025| 1:00 PM EST – 2:00 PM EST | (12:00 PM CST – 1:00 PM EST)
Market Outlook

The Thorndyke Group is excited to be hosting a Market Outlook. Please register prior to the event using the link below. If you have any questions, please reach out to your advisor. We look forward to ...

Wednesday, July 17th 2024| 10:00AM CT
Global Thematic Investing Research Webinar

Felix Tran is a research strategist on the Thematic Investing team. He is based in London and has worked for the firm since January 2015. The team works to implement the BofA Global Research enterpris...

Thursday, September 12th 2024| 12:00 PM CT
Market Outlook

The Thorndyke Group is excited to be hosting a Market Outlook: looking towards a new era of growth. Please register prior to the event using the link below. If you have any questions please reach out ...

Thursday, September 5th 2024| 5:00 p.m. ET
The Washington Update 2024

Merrill invites you to a virtual event featuring Jeff Bush, a dynamic and insightful speaker and author known for his unique ability to translate difficult tax and fiscal information coming out of Was...

Thursday, October 10th 2024| 1:00 PM EST
Market Outlook

The Thorndyke Group is excited to be hosting a Market Outlook. Please register prior to the event using the link below. If you have any questions, please reach out to your advisor. We look forward to ...

Tuesday, December 10th 2024| 1:00PM EST
Market Outlook

The Thorndyke Group is excited to be hosting a Market Outlook. Please register prior to the event using the link below. If you have any questions, please reach out to your advisor. We look forward to ...

Wednesday, April 23rd 2025| 12:00 PM CST – 1:00 PM CST
Market Outlook

The Thorndyke Group is excited to be hosting a Market Outlook. Please register prior to the event using the link below. If you have any questions, please reach out to your advisor. We look forward to ...

Meet Our Team
Mark Thorndyke,

CEPA®, CFP®, CIMA®

Managing Director, Wealth Management Advisor
312.696.7645
James Murphy,

CPWA®

Senior Vice President, Resident Director - Wealth Management Advisor
312.696.2083
Rees Mason,

CDFA®, CFP®

Senior Vice President, Wealth Management Advisor
904.273.3820
David Ponsot,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
312.696.7607
Sally Blume-Kelly,

CFP®

First Vice President, Wealth Management Advisor
312.696.2117
Matthew Nies,

CEPA®, CFP®

First Vice President, Wealth Management Advisor
312.696.7573
Monika Walczak
Vice President, Senior Financial Advisor
312.696.2058
Joseph Shannon
Vice President, Senior Financial Advisor
312.696.7656
Justin Brosseau,

CIMA®

Vice President, Wealth Management Advisor
312.696.7576
Matthew Pomerantz,

CFP®

Vice President, Wealth Management Advisor
312.696.7613
Suzanne Austin,

CFP®, CRPC™

Senior Vice President, Senior Wealth Planner
312.696.2151
Constantine Quintas
Assistant Vice President, Financial Advisor
312.499.4673
Gianna Traylor,

CFP®

Wealth Management Advisor
312.696.2080
Peter Au
Senior Financial Advisor
312.696.2109
Yasser Arrocha,

CPFA®

Senior Financial Advisor
312.696.7574
Alex Siedow,

CFP®

Financial Advisor
239.649.2907
Judson D Nierman,

CFP®, CIMA®, CRPC™

First Vice President, Senior Investment Associate
312.696.7629
Thomas O'Mera,

CRPC™

Vice President, Senior Business Manager
312.696.2079
Michelle L Koehn
Assistant Vice President, Wealth Management Associate
312.696.2154
Erica Perez,

CFP®

Assistant Vice President, Relationship Manager
312.696.7688
Nicholas Kapetanos,

CRPC™

Registered Wealth Management Client Associate
312.814.9027
Sean Kirwan,

CFP®, CRPC™

Officer, Registered Wealth Management Client Associate
312.696.2061
Jake Eugene Bertog,

CFP®

Registered Wealth Management Client Associate
312.269.5005
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Kurt Lorenzen
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #228680
Faheem Chaudhry
Wealth Management Banking Specialist
Merrill
Jim Goodrich
Wealth Strategies Advisor
Bank of America, N.A.
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.