Profile
Mr. Reza Zafari is Private Wealth Advisor & Managing Director at Merrill Lynch Private Client Group.
Prior to Merrill Lynch in 1999, Mr. Zafari obtained years of experience in private investment services.
He spent worked for J.P.
Morgan in L.A., where he managed all private banking services for the West Coast South Region, including brokerage, investment advisory, trust and estate, and credit groups before moving to Merrill Lynch in 1999.
He also worked for many years at Goldman Sachs & Co. and C.S.F.B.
Mr. Zafari earned his BS in Economics from Pomona College and his MBA from Anderson School at UCLA.
Reza Zafari active positions
| Companies | Position | Start |
|---|---|---|
Pomona College
Pomona College Other Consumer ServicesConsumer Services Functions as a College/University | Director/Board Member | - |
Former positions of Reza Zafari
| Companies | Position | End |
|---|---|---|
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Portfolio Manager-Equities | 29/09/2006 |
Credit Suisse First Boston Corp.
Credit Suisse First Boston Corp. Real Estate Investment TrustsFinance Real Estate Investment Trusts | Corporate Officer/Principal | - |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Corporate Officer/Principal | - |
Training of Reza Zafari
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMIM seeks to generate positive excess return through both a bottom-up approach emphasizing security selection and a top-down approach focusing on macro investment themes and trends to aid in determining sector weightings, currency, and yield curve weighting where appropriate. The firm offers a broad range of US, non-US and global investment management products and provides different strategies that span the full spectrum of asset classes including equity, fixed-income, cash liquidity, currency, real estate, hedge funds and private equity. | Finance |
Pomona College
Pomona College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Credit Suisse First Boston Corp.
Credit Suisse First Boston Corp. Real Estate Investment TrustsFinance Real Estate Investment Trusts | Finance |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Profile Unavailable | Finance |
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