The Kamata Hidalgo Group
225 Liberty Street
New York, NY 10281
212.236.2095
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We provide wealth management solutions and personalized attention to a limited number of wealthy individuals and families. We combine our experience and understanding of complex financial needs with the broad capabilities of a global institution to help address your goals.
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.

Recognition
Akiko Kamata
Senior Vice President, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2021, 2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
Akiko Kamata,

CFP®, CIMA®, CPWA®

Senior Vice President, Private Wealth Advisor
212.236.2095
Joshua Hidalgo,

CFA

Senior Vice President, Private Wealth Advisor
212.236.2061
Chelsea Carbajal
Wealth Management Client Associate
212.236.2149
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Merrill Lynch Logo
Jason Albano
Wealth Strategies Advisor
Bank of America, N.A.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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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®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.