DALE REED
Managing Director, Merrill Lynch Private Wealth Management
Merrill Lynch
After beginning his career as a CPA in mergers and acquisition consulting for KPMG, Dale Reed took an opportunity as CFO/CIO for a prominent Los Angeles family, where he helped manage various business ventures as well as the family’s portfolio of investments. In 2002, Reed joined the JPMorgan Private Bank to advise ultra-high net worth families, building an $8 billion practice over 16 years being named vice chairman of the Private Bank.
Based on his demonstrated success at JP Morgan, Reed was recruited by senior management of Bank of America Merrill Lynch to move his practice to Merrill Private Wealth Management in 2018. Since making the transition, Reed reached his five-year growth targets in less than two years. His practice is one of the fastest growing within Merrill, achieving consistent revenue and AUM growth of more than 35% in each of the last four years.
