Adam O. Ihasz began his career in finance over 30 years ago with Merrill Lynch Wealth Management in the Forest Hills, NY office. After 2 years at Merrill, Adam’s career turned to the Institutional side where he spent 9 years with his family run business where he became Portfolio Manager, Head of Institutional Trading and ultimately Chairman and CEO.  Primary focus was on Alternative Asset Management, selecting disciplined Hedge Fund Strategies for clients not correlated to the underlying markets.  In 2013, Adam merged his trading business with National Securities Corporation, a publicly traded Broker Dealer in downtown, New York City where he served as Senior Managing Director of Institutional trading for 6 years.  Here, Adam provided trading ideas and strategies to some of the largest Hedge Funds in the business with focus on Technical Analysis, Event Driven and Special Situations.

In 2014 Adam came back to the Wealth Management side and joined Merrill in the Manchester, Vermont office. He now serves as Associate Resident Director, First Vice President and Qualified Portfolio Manager. In addition, Adam holds his Certified Plan Fiduciary Advisor designation CPFA as well as the following FINRA registrations: 

State Securities Law Exam:
- Series 65 : Uniform Investment Adviser Law Examination
- Series 63 : Uniform Securities Agent State Law Examination

General Industry/Products Exam:
- Series 31 : Futures Managed Funds Examination
- Series 55 : Limited Representative-Equity Trader Examination
- Series 7   : General Securities Representative Examination

Principal/ Supervisory Exam:
- Series 53 : Municipal Securities Principal Examination
- Series 24 : General Securities Principal Examination
- Series 4   : Registered Options Principal Examination                                       


Adam and his wife Ronda live in Danby, Vermont. Their oldest daughter Jordan, is a graduate of St. Lawrence University and their youngest daughter Jillian, is attending the University of Vermont. Other family members include their Golden Retriever, Whisky...Ragdoll, Django and Main Coon, Odin. Adam enjoys living a fitness oriented lifestyle and has competed in several amateur bodybuilding competitions. 

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
 
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.





I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.