The Rohr Group
Merrill Private Wealth Management
1650 Market Street
Floor 29
Philadelphia, PA 19103
(610) 971.6600
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Mission Statement
We are a fifteen-person Private Wealth Management team focused on the unique needs of select high net worth families. We offer the intimacy and attentiveness of a boutique firm bolstered by the global resources and proven capabilities of Merrill and Bank of America.
Welcome

Managing your wealth begins with a deep understanding of your family’s complete financial picture. Knowing what matters most to you helps us create a sustainable strategy to navigate changing and complex market conditions.

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Recognition
Peter Rohr
Managing Director, Private Wealth Advisor
Barron's "Top 100 Financial Advisors", 2006-2024
(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)
Forbes "Best-in-State Wealth Advisors" list in 2018, 2018
(Published on February 15, 2018. Rankings based on data as of June 30, 2017.)
David Brady Award, 2016
Barron's "America's Top 1200 Financial Advisors State-by-State", 2014-2022
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Financial Times "FT400", 2013-2014, 2016-2020
(Published annually Mar – April. Rankings based on data as of June 30 of prior year.)
Forbes "America's Top Wealth Advisors", 2016-2024
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Barron's "Top 50 Private Wealth Advisory Teams", 2019-2020
(Published annually Mar – April. Rankings based on data as of December 31 of prior year.)
Barron's "Hall of Fame", 2019
(Published throughout 2019. Rankings based on data current list.)
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America"s Top Wealth Advisors", 2019-2022
(Published in April 2023-2024. Rankings based on data as of June of the preious year. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.)
Show more recognition
The Rohr Group
Barron’s “Top 250 Private Wealth Management Teams”, 2019-2024
(Published annually in May. Years pre-dating 2024, published as Barron's "Top 100 Private Wealth Management Teams" list annually March - April. Rankings based on data as of December 31 of prior year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America's Top Wealth Management Teams Private Wealth", 2022-2024
(Published annually in November. Rankings based on data as of March 31 of current year.)
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Our Approach
The Rohr Group
The Rohr Group is a leading Private Wealth Management team with two locations: Philadelphia and Wayne, Pennsylvania. We focus on ultra-affluent individuals and families, helping to manage their wealth across multiple generations. Our family office approach to smart portfolio construction, risk management, tax awareness/ minimization, and cost efficiency is bolstered by the global resources and proven capabilities of Merrill and Bank of America.
Meet Our Team
Peter Rohr,

CFP®, CIMA®, CPWA®, CRPC™, CSRIC®

Managing Director, Private Wealth Advisor
610.971.6608
William Leckey,

CPFA®, CRPC™

Senior Vice President, Wealth Management Advisor
610.687.7944
Matthew Rafferty,

CAIA®, CFP®, CPFA®, CSRIC®

First Vice President, Wealth Management Advisor
610.687.7578
Peter Rohr,

CSRIC®

Private Wealth Advisor
610.971.6612
Gary Baker,

CPM®, CSRIC®

Assistant Vice President, Private Wealth Investment Management Specialist
610.971.6603
Susan B Butler,

CAP®, CRPC™

Vice President, Private Wealth Senior Relationship Manager
610.971.6602
Beatriz Gomez,

CRPC™, CSRIC®

Vice President, Private Wealth Relationship Manager
610.971.6264
Rita Mangini
Assistant Vice President, Private Wealth Associate
610.971.6606
Gustavo A Gutierrez,

CIMA®

Vice President, Private Wealth Senior Investment Manager
610.971.6610
Sandra Kaspar,

AWMA™

Assistant Vice President, Wealth Management Associate
610.971.6294
Jonathan B West,

AWMA™, CRPC™

Assistant Vice President, Private Wealth Investment Management Specialist
610.971.6607
Bruce Spartz,

CFA

First Vice President, Private Wealth Investment Management Specialist
610.971.6604
Marie Gabrielle Saunders
Officer, Private Wealth Client Associate (FP)
610.971.6609
Catherine Koresh
Assistant Vice President, Private Wealth Associate
610.971.6605
Scott R Rollick
Assistant Vice President, Private Wealth Investment Management Specialist
610.971.6601
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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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.
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.
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.
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.
CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
CPM® and Certified Portfolio Manager® are registered service marks of the Academy of Certified Portfolio Managers.
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.
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.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.