The Snyder/Balducci Group
Merrill Lynch Wealth Management
200 Park Avenue, 13th Floor
New York, NY 10166
(212) 338.6105
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Mission Statement
Our mission is to serve our clients with the highest level of excellence, professionalism, and integrity, and to set the standard for wealth management as the finest team in the industry.
Welcome

The Snyder/Balducci Group is a dynamic team of 20 wealth management professionals at Merrill Lynch Wealth Management that offer a customized boutique-like experience serving clients in the areas of investment management, wealth planning, access to private banking services through Bank of America, risk management strategies, legacy planning strategies, tax-minimization strategies, wealth transfer and more. We believe what makes our group distinct is the high level of customization, proficiency, and superior service that we provide to our clients through our comprehensive, specialized team infrastructure and disciplined investment process, coupled with Merrill’s broad Investment platform, as well as access to BofA Global Research’s industry-recognized research and the banking capabilities of Bank of America.

Recognition
Eric Snyder
Managing Director, Wealth Management Advisor
Barron's "America's Top 1200 Financial Advisors State-by-State", 2021
(Published on March 12, 2021. Rankings based on data as of September 30, 2020.)
Financial Times "400 Top Financial Advisers", 2013
(Published on April 11, 2013. Rankings based on data as of June 30, 2012.)
On Wall Street "Top 40 Advisors Under 40", 2014
Forbes "Best-in-State Wealth Advisors", 2021
(Published on February 11, 2021. Rankings based on data as of June 30, 2020.)
Forbes "Top 100 High Net Worth Teams", 2022
(Published on November 8, 2022. Rankings based on data as of March 31, 2022.)
Show more recognition
The Snyder/Balducci 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 "America's Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of March 31 of current year.)
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

We focus on helping a limited number of select financial industry professionals, entrepreneurs and c-suite executives pursue their financial goals while working in concert with their other professional advisors such as their accountant, attorney and insurance agent. Over the past two decades of working with clients, we have found that many wealthy families are seeking a similar solution for their finances. With very successful careers, an extremely busy family schedule, and the aspirational desire to pursue their hobbies, there is very little time to focus on personal wealth management. Outsourcing their wealth management, financial planning, and private banking has become critical to free up time for those other pursuits. The Snyder/ Balducci Group works to deliver on our commitment to simplify our clients' financial lives so they can focus on what matters most to them. We have centered our practice on this core concept and we have assembled our team to strive to provide our clients with the highest level of service. We feel a great sense of reward and purpose and are proud of the work we do to help clients reach their goals.

Meet Our Team
Eric Snyder,

CAP®, CIMA®, CPFA™, CPWA®, CRPC™

Managing Director, Wealth Management Advisor
212.338.6106
Charles Balducci,

CIMA®, CRPC™

Managing Director, Wealth Management Advisor
212.338.6105
Marc Balducci,

CRPC™

Managing Director, Wealth Management Advisor
212.338.6068
Brendan J Mitchell,

CFA

Vice President, Senior Relationship Manager
212.338.1357
Michael Norber
Financial Advisor
212.338.1319
Michael Bertelle
Vice President, Senior Relationship Manager
212.338.6269
Noreen Gillen,

ChSNC®, CEPA®, CFP®, CPWA®, CRPC™

Vice President, Wealth Management Advisor
212.338.6036
Thomas O'Connor,

CPWA®

Vice President, Wealth Management Advisor
212.338.1360
Judith Miara,

CEPA®, CRPC™

Financial Advisor
212.338.6184
Aixa Betancourt,

CIMA®, CRPC™

Vice President, Senior Business Manager
212.338.6125
Megan Mary Somers
Wealth Management Client Associate (FP)
212.338.6239
Ja Yoen Gu
Officer, Wealth Management Client Associate
212.338.6294
Paul Moynihan
Registered Senior Wealth Management Client Associate
212.338.6263
Michelet G Raffaghello
Officer, Wealth Management Client Associate
212.338.6175
Francesca Martin,

CRPC™

Assistant Vice President, Registered Wealth Management Client Associate
212.338.6042
Paul Pettersen,

CFP®

Assistant Vice President, Financial Advisor
212.338.6041
Matthew Lerman,

CFP®

Senior Financial Advisor
212.338.6296
Matthew D Miller,

CAIA®, CFA®, CFP®

Vice President, Senior Investment Manager
212.338.6119
Lisa D'Agostino
Business Development Specialist
212.338.6179
Mark Sluiter,

CFP®, CPFA™

Vice President, Senior Financial Advisor
212.338.6286
Shawn Hanna,

CRPC™, SE-AWMA™

First Vice President, Senior Financial Advisor
212.338.6136
Mariana Ng Meyerson,

CRPC™

Vice President, Senior Financial Advisor
212.338.6083
Michael Annicelli
Senior Vice President, Senior Financial Advisor
212.338.6012
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.
Conor O'Keefe
Alternative Investments Regional Specialist
Bank of America, N.A.
Eli Poupko
Private Wealth Strategies Advisor
Matthew Pollakusky
Wealth Management Banking Specialist
Merrill
Expand to see all specialists
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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CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
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.
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.
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.
ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
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.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.