The BMV Group

Merrill Lynch Wealth Management
225 Liberty Street
Floor 40
New York, NY 10281
(212) 236-5335
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The BMV Group manages the financial affairs of affluent families, corporate executives and business owners. Our mission is to simplify life for our clients: helping them achieve and protect their goals while finding solutions for any challenges along the way. By providing a single point of contact for our clients and their families, we guide them through any immediate financial need, major transition in career, real estate investment, business sale, retirement, divorce or loss of a loved one.
The BMV Group
Merrill Lynch Wealth Management
Welcome

The BMV Group was formed in the late 1990’s, as John Byren, Daniel Madonia and Pieter van der Heide merged their individual Merrill Lynch Wealth Management practices into one in order to provide a greater standard of service and guidance as their clients’ needs began to change.  Over 30 years later, The BMV Group remains at Merrill Lynch Wealth Management, and is now comprised of 4 Wealth Management Advisors, 3 Client Associates , 1 Business Manager and 1 Wealth Management Specialist with almost 150 combined years of experience to reference.  The BMV mission is simple: Provide valuable and insightful guidance to our clients, identify any risks to their ongoing strategies, and protect their individual goals and objectives. Our clients often include:

- Affluent Individuals and families
- Entrepreneurs and owners of closely held companies
- Sports and Entertainment Professionals
- Individuals and Families navigating major financial events such as business sale, divorce, loss of a spouse, retirement

About Us
Our Approach

While the BMV mission is simple, our process requires discipline and a thorough review of the many aspects of our clients' financial lives. We review our clients using our "Essential 10", areas that every client, at a minimum, should address. These areas include:

- Investment Portfolio Risk Assessment
- Family Protection and Insurance Review
- Family Communication, Governance, and Dynamics
- Banking Efficiency
- Liability Efficiency (Personal and Business)
- Education Planning Strategies
- Retirement Cash Flow Projections
- Advisor collaboration – CPA, Attorney
- Philanthropy and Gifting Strategies
- Estate Planning Services and Transition Strategies

Meet Our Team
Daniel Madonia,

SE-AWMA™

Senior Vice President, Senior Financial Advisor
212.236.5169
John Byren,

CPWA®,SE-AWMA™

Senior Vice President, Wealth Management Advisor
212.236.5335
Pieter Van Der Heide,

CPFA™,CPWA®,CRPC™,SE-AWMA™

Senior Vice President, Wealth Management Advisor
212.236.0592
Janine Politano-Marotta,

CRPC™

Vice President, Senior Business Manager
212.236.5168
Jeanine M Erickson
Wealth Management Client Associate
212.236.5176
Liam Young
Wealth Management Client Associate
212.236.0441
Stephanie Lesko,

CRPC™

Officer, Registered Wealth Management Client Associate
212.236.5484
Andrew Byren
Financial Advisor
212.236.5394
Matthew Arthur Ragone,

CRPC™

Investment Management Specialist
212.236.5471
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.
Rocco Tesoriero
Senior Wealth Management Lending Officer
NMLS #69162
Eli Poupko
Private Wealth Strategist
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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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.
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.
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.