Sign In

Richard Hogan

Private Wealth Advisor at Merrill Lynch Wealth Management - Private Banking & Investment Group

Richard Hogan is a seasoned professional in the field of wealth management, providing services and strategies to affluent clients across the United States.

As a leader at ARC Investment Advisors in the Private Banking and Investment Group at Merrill Lynch, Richard is dedicated to working with successful clients to simplify their wealth management experience.

With over three decades of experience in financial services, Richard has a rich background that includes tenures at KPMG, Salomon Brothers, Goldman Sachs, and myCFO.

He has been recognized by prestigious publications such as the Financial Times and Barron's as one of the top financial advisors in the country, highlighting his expertise and success in the industry.

Richard and his team prioritize wealth preservation and helping clients achieve their financial goals through tailored strategies and personalized services.

His areas of expertise include investment management, wealth transfer strategies, concentrated stock strategies pre and post IPO, cash management, and philanthropy.

Richard Hogan holds a Master's Degree from the University of California Los Angeles and a Bachelor's Degree from the University of Maine System, showcasing his strong educational background in finance and related fields.

Richard Hogan
Add to my network

Location

San Francisco Bay Area