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"We offer clients personalized attention from a knowledgeable local team, with access to the global resources and specialized capabilities of Merrill and Bank of America."
Ronald J DiPrinzio, CIMA®, CPFAManaging DirectorWealth Management AdvisorGlobal Institutional Consultant
The DiPrinzio Group
75 Rockefeller Plz
New York NY 10019
212.415.7460
212.415.7460
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"We offer clients personalized attention from a knowledgeable local team, with access to the global resources and specialized capabilities of Merrill and Bank of America."
Ronald J DiPrinzio, CIMA®, CPFAManaging DirectorWealth Management AdvisorGlobal Institutional Consultant
Welcome
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
Helping institutions meet their investment needs
We put the resources and intellectual capital of Merrill to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk and help fulfill their missions.
Investment Solutions
We provide access to a broad suite of potential investment solutions for non-profit organizations, foundations, endowments and corporate retirement and pension plans. Our level of involvement is based on your preference — from traditional consulting, to client-directed implementation, to full discretionary outsourced CIO services. We work with your CFO, board of directors and investment committee to develop a tailored investment strategy that is consistent with your culture, goals, preferences and risk profile.
Disciplined Investment Process
We follow a disciplined process that helps to address your organization’s changing needs and provides you with a potentially higher probability of achieving your long-term investment goals.
Endowments, Foundations and Nonprofits
We understand the issues nonprofits, endowments and foundations address in funding their missions in an ever-changing financial climate. Drawing on the global resources of Bank of America Corporation and its affiliates, we offer insight, guidance and personalized service to help institutions develop and execute investment strategies focused on what matters most to them and the people they serve.
Defined benefit plans
Whether your defined benefit plan is an active part of your overall benefit offering, is closed to new participants, or fully frozen, Bank of America's service model allows you to outsource the many administrative tasks associated with the maintenance of a pension plan to fulfill plan obligations and manage risk.
Key services include: • Investment consulting service • Open architecture investment management platform • Liability driven investment implementation • Actuarial services and discretionary investment management
About Us
Mission
Since 1984, The DiPrinzio Group has been delivering knowledgeable, customized investment consulting guidance to a range of institutions. The DiPrinzio Group has worked with clients that include defined benefit and defined contribution funds of corporations; Taft-Hartley organizations; foundations and endowments; long-term investment reserves for health care and religious organizations, and other nonprofit institutions.
Under the leadership of Global Institutional Consultant Ron DiPrinzio, The DiPrinzio Group is among a select group of Merrill Lynch Wealth Management financial advisor teams that are part of the Bank of America Merrill Lynch Global Institutional Consulting group. Attaining this designation as a Global Institutional Consulting group team means that The DiPrinzio Group has met requirements related to a comprehensive, multidimensional professional assessment and a review of their institutional client experience. Members of the team have attained either the Certified Investment Management Analyst® (CIMA®) and/or the Chartered Financial Analyst® (CFA®) designation, each of which are industry recognized professional certifications.
The DiPrinzio Group is a tight-knit group of professionals who are focused on providing a high degree of professional service and customization for a limited number of institutional relationships. As such, teamwork is intrinsic to The DiPrinzio Group's approach, with each member of the The DiPrinzio Group bringing to each relationship years of experience and knowledge acquired from working closely with a broad range of institutional investors. The teamwork and knowledge of The DiPrinzio Group, gained over the course of different market cycles, has given them valuable insight into the investment decisions of institutions, a perspective that helps them focus on the important issues. They share a strong commitment to guiding institutional investment programs and strategic decision making, bringing to bear their extensive experience and training together with their deep understanding of the resources of Bank of America and Merrill Lynch Wealth Management.
*Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute.
*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.
Meet Our Team
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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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
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.
