executives meeting in a conference room

Welcome, Farallon Principals

You’re invited to participate in Executive Wealth Services, a tailored benefits program from
Bank of America.

The power to live a better financial life

Designed with you in mind, the Executive Wealth Services program offers customizable and exclusive benefits from Bank of America, and investments and planning-based advice from Merrill and Private Bank, tailored to your specific financial needs. By choosing from a selection of benefits, you’re always in the driver’s seat — you can have more of what you want and less of what you don’t. Here’s a look at the services you can access:

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COMPLIMENTARY Comprehensive wealth planning strategies

You can meet with an advisor and a wealth strategist for investing and planning guidance.footnote1

  • Tax minimization strategies to help maximize your wealthfootnote1
  • Long-term spending, cash flow and balance sheet/net worth analysisfootnote1,footnote2
  • Access to BofA Global Research and insights provided by Bank of America’s Chief Investment Office (CIO)
  • Review of corporate benefits and insurance policiesfootnote1,footnote3
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COMPLIMENTARY Custom financial solutions

You’ll have a single point of contact for access to your financial needs.

Access to the Bank of America Preferred Rewards Programfootnote4 (if you have an eligible checking account) for enhanced bankingfootnote2 and investmentfootnote1 benefits

  • Account fee waivers and discounts on select services
  • Mortgage loan fee credit
  • Home equity line of credit and auto loan discounts
  • Credit card reward boosters
  • Merrill Guided Investing program fee discountfootnote1,footnote5
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NEW ACCOUNT Bespoke services for Farallon

You’ll have access to a range of institutional capabilities tailored specifically for Farallon executives.

Custom lending solutionsfootnote2

  • Tailored strategies to help meet your liquidity needs
  • Access to pricing benefits for your homeownership goals

Competitive foreign exchange ratesfootnote2

  • Institutional pricing on foreign exchange conversions

Wealth impact planningfootnote2

  • Estate planning integrated into your overall wealth management plan
  • Trustee services to help administer your trusts

Philanthropic services

  • Advice on charitable giving (donor-advised funds, private foundations, charitable trusts)footnote2
  • Help with establishing and managing a private/family foundationfootnote2
  • Consulting to nonprofit boards where you serve as directorfootnote1,footnote2

Family office servicesfootnote1

  • Consolidated reporting/statements across all your assets and accounts
  • Management of payments and liquidity through our treasury solutions

Fine art servicesfootnote2

Meet your dedicated advisors

By drawing upon collective team experience and knowledge across a range of disciplines that include investment management and wealth structuring through Merrill and Private Bank and access to sophisticated credit and banking solutions from Bank of America, your advisor can provide an integrated view of your wealth that’s uniquely tailored to your needs.

Select from one of these teams or work with your executive concierge team to get in touch with a local advisor of your choosing. For principals located in Hong Kong, London and Brazil, please reach out to your executive concierge team for regional advisor selection.

Jason Hayes


Jason C. Hayes, CPFA, CRPC®, CFP®

Managing Director
Wealth Management Advisor
Merrill Lynch Wealth Management

The Hayes Advisory Group addresses the complex and evolving investment and wealth planning needs for an exclusive group of successful corporate executives, high-net-worth families and entrepreneurs.

John Myers


John Myers, CFA®

Managing Director
Private Wealth Advisor
Merrill Private Wealth Management

Working with a team of specialists, the CWM Group helps create strategies that reflect your aspirations and those of your family’s current and future generations.

Sebastian Ferrando


Sebastian Ferrando

Managing Director
Private Client Advisor
Bank of America Private Bank

Sebastian leads a team of specialists who look to optimize your distinctive financial situation through investing, wealth strategy, philanthropic, and trust and estate planning services.

man and woman discussing finances

Your executive concierge team

Need more assistance? Your executive concierge team can answer any questions you may have about the Executive Wealth Services program.

No question is too small — that’s why we’re here. Whether it’s how to engage in wealth planning discussions or how to select the right advisor, we’re always available for you. Just email us or call us at 212.449.3978.

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Your access to exclusive insights

Your advisor team can share with you perspectives and viewpoints that reflect the highest level of thought leadership relevant to your personal situation. Multiple formats include virtual sessions, videos and publications.

Some examples:

  • Market updates from Bank of America’s Chief Investment Office
  • Research offered by BofA Global Research
  • Access to custom lending solutions from Bank of America
  • Navigating family wealth
  • Tax-efficient investing

Your leadership team

Your Bank of America and Merrill market leadership team in San Francisco is dedicated to helping you live your best financial life. They can be reached anytime, day or night.

Marcel TenBerge

Managing Director
Senior Market Executive
Merrill Lynch Wealth Management
marcel.tenberge@ml.com
415.676.2611

Tracy Murphy

Managing Director
Regional Managing Director
Merrill Private Wealth Management
tracy_murphy@ml.com
415.955.3910

Gioia McCarthy

Managing Director
Market Executive and Market President
Bank of America Private Bank
gioia.mccarthy@bofa.com
415.913.5893

advisor and client laughing

Let us be a resource for you

We know you’re busy, and your time is valuable. So let us work for you. Ask us anything about wealth planning, equity compensation, developing a personalized strategy or evaluating your current financial situation.

You can have access to exclusive banking benefits from Bank of America and investing capabilities through Merrill and Private Bank. We’re here to help you make the most of them and to support you at every step.

We look forward to working with you.

Capability offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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Capability offered by Bank of America, N.A., and its bank affiliates.

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Capability offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

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When you are identified to us by your employer as an eligible participant in the Executive Wealth Services (EWS) program, and you have an active, eligible Bank of America personal checking account, we will enroll you in the Platinum Honors tier of the Preferred Rewards program. While you are part of the EWS program, you are not required to meet the balance requirement that otherwise applies to enrollment in Preferred Rewards. New participants in the EWS program may have to wait up to one month to allow for the EWS indicator to be updated. You can qualify for higher tiers based on your combined qualifying Bank of America deposit accounts (such as checking, savings, certificate of deposit) and/or your Merrill investment accounts (such as Cash Management Accounts, 529 plans). The qualifying balance is calculated based on your average daily balance for a three calendar month period. If you no longer meet the requirements for the EWS program, or your employer discontinues its participation in the EWS program, standard program terms apply. Employee benefit plans (such as 401(k)) will not count toward the combined balance requirement. 529 plans are included only if they appear on your Merrill statement, except 529 plans owned in UGMA/UTMA form which are not included. Benefits become effective within 30 days of your enrollment, or for new accounts within 30 days of account opening, unless we indicate otherwise. Certain benefits are also available without enrolling in Preferred Rewards if you satisfy balance and other requirements. For more information, visit the Preferred Rewards section of the Personal Schedule of Fees. 

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Please review the applicable Merrill Guided Investing Program Brochure (PDF) or Merrill Guided Investing with Advisor Program Brochure (PDF) for information including pricing, rebalancing, and the details of the investment advisory program. Your recommended investment strategy will be based solely on the information you provide to us for this specific investment goal and is separate from any other advisory program offered with us. If there are multiple owners on this account, the information you provide should reflect the views and circumstances of all owners on the account. If you are the fiduciary of this account for the benefit of the account owner or account holder (e.g., trustee for a trust or custodian for an UTMA), please keep in mind that these assets will be invested for the benefit of the account owner or account holder. Merrill Guided Investing is offered with and without an advisor. 
Clients involved in Preferred Rewards receive a Preferred Rewards discount off the Merrill Guided Investing program’s annual asset-based fee of 0.45%, and the Merrill Guided Investing with Advisor and Merrill Edge Advisory Account programs’ annual asset-based fee of 0.85% for any of their accounts enrolled in the respective advisory programs. Preferred Rewards enrolled clients receive a discount of 0.05% off of the annual rate for the Gold tier, 0.10% for the Platinum tier, or 0.15% for the Platinum Honors, Diamond and Diamond Honors tiers based on their Preferred Rewards tier effective at the time the applicable advisory program fee is calculated. Bank of America Private Bank clients will also receive a discount of 0.15% off of the annual rate. It may take up to 30 calendar days for changes to your Preferred Rewards status or tier to be associated with and effective for your accounts in the advisory programs. This fee is charged monthly in advance. In addition to the annual program fee, the expenses of the investments will vary based on the specific funds within each portfolio. Actual fund expenses will vary; please refer to each fund’s prospectus.

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