Robert Romano in

Robert Romano

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Managing Director - Head of UHNW Advisory Group and Capital Markets Investor Solutions at Merrill Lynch
📍 New York City Metropolitan Area, United States

Mr. Romano is a Managing Director at Merrill Lynch, leading the UHNW and Capital Markets Investor Solutions. He has a strong background in investment and wealth management, developing new business initiatives, and leading diverse sales and investment teams.

He holds a BA from Franklin & Marshall College and an MBA from Rutgers University–Newark. His career journey reflects a continuous growth in leadership within major financial institutions.

He is energized by working at Merrill Lynch, a storied franchise in the financial industry.

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Experience
27 Years
Current Role
Managing Director - Head of UHNW Advisory Group and Capital Markets Investor Solutions
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Robert cares about

Capital Markets Solutions
Mr. Romano's current role as Head of Capital Markets Investor Solutions at Merrill Lynch indicates a strong focus on this area.
Wealth Management
His experience includes leading UHNW Advisory Groups and managing investment and wealth management strategies.
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Career

Work history

1-2025
Managing Director - Head of UHNW Advisory Group and Capital Markets Investor Solutions
Merrill Lynch
11-2022 - 1-2025
Managing Director - Head of Capital Markets Investor Solutions
Merrill Lynch
8-2019 - 11-2022
Managing Director - Head of Portfolio Advice & Sales
UBS
2-2018 - 8-2019
Managing Director - Head of Equity, Options and ETF Sales
UBS
12-2011 - 2-2018
Executive Director - Head of Equity Sales
UBS
In the press

Media appearances

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Education
1995 - 1999
BA
Franklin & Marshall College
2001 - 2004
MBA
Rutgers University–Newark
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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