The JEMM Group Team Photo

The JEMM Group

225 Liberty Street
Floor 38
New York, NY 10281
(212) 236.2012
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Our experienced team offers a knowledgeable perspective, investment strategies and personal service focused on your institution’s specific needs and goals.
The JEMM Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Helping institutions meet their investment needs We put the resources and intellectual capital of Merrill to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk and help fulfill their missions.

Investment Solutions We provide access to a broad suite of potential investment solutions for non-profit organizations, foundations, endowments and corporate retirement and pension plans. Our level of involvement is based on your preference — from traditional consulting, to client-directed implementation, to full discretionary outsourced CIO services. We work with your CFO, board of directors and investment committee to develop a tailored investment strategy that is consistent with your culture, goals, preferences and risk profile.

Disciplined Investment Process We follow a disciplined process that helps to address your organization’s changing needs and provides you with a potentially higher probability of achieving your long-term investment goals.

  • Investment Policy Statement Development and Review Act as liaison between institutional clients and Merrill's Investment Policy Statement (IPS) service, which creates and modifies an IPS, based on the client’s investment goals and objectives.
  • Strategic Allocation Modeling Customizable asset allocation based on the Chief Investment Office capital market assumptions.
  • Investment Manager Due Diligence Recommend investment solutions leveraging Merrill's thorough and rigorous due diligence process.
  • Investment Manager Search and Selection Advanced portfolio construction techniques combined with client specific objectives and Merrill's capital market guidance.
  • Portfolio Strategy Leverage Merrill's global intellectual capital including tactical tilts to potentially help increase returns.
  • Performance Measurement Review, quantify and evaluate performance to identify opportunities to refine the portfolio’s overall strategy, based on the Investment Policy Statement.
    **Endowments, Foundations and Nonprofits** We understand the issues nonprofits, endowments and foundations address in funding their missions in an ever-changing financial climate. Drawing on the global resources of Bank of America Corporation and its affiliates, we offer insight, guidance and personalized service to help institutions develop and execute investment strategies focused on what matters most to them and the people they serve.

**Defined benefit plans** Whether your defined benefit plan is an active part of your overall benefit offering, is closed to new participants, or fully frozen, Bank of America's service model allows you to outsource the many administrative tasks associated with the maintenance of a pension plan to fulfill plan obligations and manage risk. Key services include: • Investment consulting service • Open architecture investment management platform • Liability driven investment implementation • Actuarial services and discretionary investment management

*Global Wealth & Investment Management (GWIM) is a division of Bank of America Corporation. The Chief Investment Office, which provides investment strategies, due diligence, portfolio construction guidance and wealth management solutions for GWIM clients, is part of the Investment Solutions Group (ISG) of GWIM.

Recognition
The JEMM Group Team Photo
Roger Matloff
Managing Director, Wealth Management Advisor
Barron's "America's Top 30 Institutional Consultants", 2017
(Published on April 17, 2017. Rankings based on data as of December 31, 2016.)
Forbes "Best-in-State Wealth Advisors", 2018-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
Barron's "Top 100 Institutional Consulting Teams", 2023
(Published on April 14, 2023. Rankings based on data as of December 31, 2022.)
Show more recognition
The JEMM Group Team Photo
The JEMM Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Barron's "America's Top 30 Institutional Consultants", 2017
(Published on April 17, 2017. Rankings based on data as of December 31, 2016.)
About Us
Mission

We care deeply about our clients and the important work they do to make a positive difference in people's lives, and dedicated and focused on creating investment management strategies to support that work today and into the future.

Meet Our Team
The JEMM Group Team Photo
Roger Matloff,

CAP®, CIMA®, CRPC™

Managing Director, Wealth Management Advisor
212.236.7190
Richard Ehrlich
Senior Vice President, Senior Financial Advisor
212.236.7189
Joshua Jespersen,

CPFA™, CRPC™

First Vice President, Senior Financial Advisor
949.721.6547
Matthew P Manuwal,

AWMA™, CSRIC®

Vice President, Senior Investment Manager
212.236.5628
Joseph Meo
First Vice President, Senior Financial Advisor
603.334.2373
Erica L Matloff
Assistant Vice President, Wealth Management Associate
631.204.2386
Alexis M Wilson
No Officer Title, Registered Wealth Management Client Associate
212.236.7194
Katherine A Fogg
No Officer Title, Registered Wealth Management Client Associate
212.236.2012
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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®. 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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.