The Kass/Freeman Group

Merrill Lynch Wealth Management
200 Park Avenue, 13th Floor
New York, NY 10166
(212) 338-6062
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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.
The Kass/Freeman Group
Merrill Lynch Wealth Management
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.

We are honored to be recognized by Barron’s “Top 100 Private Wealth Management Teams” list in 2021 and 2022 (*Published annually in April. Rankings based on data as of December 31 of prior year) and Forbes "Best-in-State Wealth Management Teams" list in 2023 (*Published on January 12, 2023. Rankings based on data as of March 31, 2022). We look forward to serving you and multiple generations of your family for many years to come.

*Source: The Barron’s “Top 100 Private Wealth Management Teams” list, published annually in April. Rankings based on data as of December 31 of prior year.
The Barron’s “Top 100 Private Wealth Management Teams” list is a ranking of wealth management teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The Barron’s “Top 100 Private Wealth Management Teams” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022. Data provided by [SHOOK](https://urldefense.proofpoint.com/v2/url?u=https-3A__shookresearch.com_-2522-2520-255Ct-2520-2522-5Fblack&d=DwMFaQ&c=2jpuOek3j4P5cpE4ozX__g&r=IQFg9MeBWwU7DNMg2W-Qa2tn2fqPqzRWWmtR1E58G8A&m=2OUMeF6rxtlB5xgKRuH9DwATWyrjo7vSmzBBpCgzniM&s=c4PkYKWhAavboZ5mXmK3X7QEq9vViAQK8s0VDQTSW3U&e=)[®](https://urldefense.proofpoint.com/v2/url?u=https-3A__shookresearch.com_-2522-2520-255Ct-2520-2522-5Fblack&d=DwMFaQ&c=2jpuOek3j4P5cpE4ozX__g&r=IQFg9MeBWwU7DNMg2W-Qa2tn2fqPqzRWWmtR1E58G8A&m=2OUMeF6rxtlB5xgKRuH9DwATWyrjo7vSmzBBpCgzniM&s=c4PkYKWhAavboZ5mXmK3X7QEq9vViAQK8s0VDQTSW3U&e=)[ Research, LLC](https://urldefense.proofpoint.com/v2/url?u=https-3A__shookresearch.com_-2522-2520-255Ct-2520-2522-5Fblack&d=DwMFaQ&c=2jpuOek3j4P5cpE4ozX__g&r=IQFg9MeBWwU7DNMg2W-Qa2tn2fqPqzRWWmtR1E58G8A&m=2OUMeF6rxtlB5xgKRuH9DwATWyrjo7vSmzBBpCgzniM&s=c4PkYKWhAavboZ5mXmK3X7QEq9vViAQK8s0VDQTSW3U&e=).  Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see [www.SHOOKresearch.com](https://urldefense.proofpoint.com/v2/url?u=http-3A__www.SHOOKresearch.com&d=DwMFaQ&c=2jpuOek3j4P5cpE4ozX__g&r=IQFg9MeBWwU7DNMg2W-Qa2tn2fqPqzRWWmtR1E58G8A&m=1mwTJymdayMErYQd_xxpmX6O_HakFEEet94qccw06_Q&s=K_GXAdmVBGeglNSUNuhhe05cWE44mM9UHSZplCEMrko&e=). SHOOK is a registered trademark of SHOOK Research, LLC.

*Solutions are based upon the client’s risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation.
Recognition
Jonathan Kass
Managing Director, Wealth Management Advisor
Barron's "Top 100 Financial Advisors", 2022-2024
(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)
Forbes "America's Top State-by-State Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "America's Top 1200 Financial Advisors State-by-State", 2024
Financial Times "FT400", 2020
(Published on April 16, 2020. Rankings based on data as of June 30, 2019.)
Financial Times "Top 401 Retirement Plan Advisors", 2019
(Published on October 10, 2019. Rankings based on data as of Dec 31, 2018.)
Barron's "Hall of Fame", 2020
(Published throughout 2020. Rankings based on data current list.)
Show more recognition
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
Tom 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.