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Merrill Lynch Recruits From Credit Suisse In Connecticut

Eliane Chavagnon Editor - Family Wealth Report September 22, 2015

Merrill Lynch Recruits From Credit Suisse In Connecticut

A former Credit Suisse advisor has joined Merrill Lynch in Stamford.

Financial advisor David Sterling, along with client associate Joanna Smith, has joined Merrill Lynch from Credit Suisse in Stamford, CT.

Sterling will report to market executive Katie Flaherty. He has over 14 years of experience working with high net worth individuals, foundations and endowments.

Sterling started his career as a financial advisor in 2001 at Lehman Brothers in New York City. He joined Credit Suisse in 2008. 

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