The Kass/Freeman Group Team Photo
The Kass/Freeman Group
Merrill Lynch Wealth Management
200 Park Avenue, 13th Floor
New York, NY 10166
(212) 338.6062
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Mission Statement
At The Kass/Freeman Group a hallmark of our approach is our unwavering focus on your life and livelihood. We provide what is commonly characterized as a “boutique-like experience” – where our tailored, consultative process provides a level of service and attentiveness that we believe you expect and deserve. Our mission is to help simplify the complexities of your wealth and help you achieve your life goals, both financial and personal.
Welcome

Managing wealth requires perspective. At The Kass/Freeman Group, we recognize that no two families are alike, which is why our most important job is to appreciate all the intricacies and priorities facing you and your family.

With more than 70 years of collective experience, we begin our process by getting intimately involved with you and your family to better understand your distinctive situation. It is this foundation of understanding that enables us to create highly tailored, sophisticated solutions to address your family’s complex, personal needs. We believe that understanding you and your family is the best place to begin when planning for your financial future: where you are today, where you want to be tomorrow, and what you hope to accomplish along the way.


Although every client has unique priorities, one commonality is that regardless of their goals, they simply do not have the time or inclination to properly tend to their family’s finances. Our value is to serve as the core of your financial team and enhance your life through personalized attention, exceptional service, and knowledgeable advice and guidance so you can focus on what’s most important to you and your family.
Every member of our team brings essential academic, professional, and financial training necessary to serve all your wealth management needs. More important than the intellectual strength and knowledge our backgrounds represent, our collaborative nature and the depth and breadth of our decades of real-world experience helps us tend to a multitude of areas of your financial life, no matter how complex.
Recognition
Jonathan Kass
Managing Director, Wealth Management Advisor
Barron's "Top 100 Financial Advisors", 2018-2024
(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", 2014-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Barron's "Hall of Fame", 2020
(Published throughout 2020. Rankings based on data current list.)
Show more recognition
The Kass/Freeman Group Team Photo
The Kass/Freeman Group
Barron’s “Top 250 Private Wealth Management Teams”, 2024
(Published on May 10, 2024. Rankings based on data as of December 31, 2023.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Approach

How do we help you manage wealth? By tailoring strategies to your unique goals.

At The Kass/Freeman Group, we believe everyone has a financial personality, as distinct as fingerprints. To help you manage your assets and income effectively, we work to understand your approach to money, how you earn and use it, and where you want it to take you. We can offer you strategies that evolve as your life and outlook change. The financial structure we envision for you at 55 will probably be far different than one we help you design at 75.

An emphasis on organization and efficiency

Our aim is to analyze the many key aspects of your financial world, from your income and expenses, to credit and debt, to investments, to how you plan to pass on your wealth. You'll get our opinion on what we believe is working and what areas could be improved. We want you to be able to spend less time worrying about financial details and more time doing the things you love.

What should your tomorrow look like?

In addition to helping you manage your financial picture today, we can help you prepare your assets, income and expectations for tomorrow. Whether you want a more traditional retirement filled with leisure activities, or plan on moving to a new career, a new business or a new land, we can customize investment, income and distribution strategies designed to help support the life you choose. We can also offer advice and guidance on advantageous ways to transfer wealth in your lifetime and beyond.

Meet Our Team
Jonathan Kass,

CPFA™, CRPC™

Managing Director, Wealth Management Advisor
212.338.6062
Robert Freeman,

CFP®, CKP®, CPFA™

Senior Vice President, Wealth Management Advisor
212.338.6161
Brian Premo,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
212.338.6061
Kevin O'Connor,

CIMA®

Financial Advisor
212.338.6118
Kevin Croken,

CFA, CRPC™

Vice President, Senior Wealth Planner
212.338.6223
Thomas A Rush,

AAMS™, CRPC™

Officer, Wealth Management Specialist
212.338.6047
Erin Byrne,

CRPC™

Registered Wealth Management Client Associate
212.338.6007
Dylan Smith
Officer, Wealth Management Client Associate
212.338.1364
Marisa Iglesias
Wealth Management Client Associate
212.338.6103
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.
Jonathan Barry Rank
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #642155
Paul Vincent Barbarino
Employee Benefits Specialist
Bank of America, N.A.
Delilah Blanco
Wealth Management Banking Specialist
Merrill
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.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks, and CRPC® and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.