Ava Arjmand is a Vice President on the Portfolio Management and Research teams. She collaborates with Senior Investment Advisors to oversee portfolios, generate investment recommendations, and communicate actions and performance to clients. Ava is also responsible for working in collaboration with the firm’s strategy team to formulate investment views and implement these views in client portfolios- consistent with their unique investment objectives.
Ava, a native of Atlanta, obtained her B.B.A with concentrations in Marketing and Finance from the University of Georgia and joined Merrill Lynch in 2007. In her role as a Private Wealth Relationship Manager, Ava supported the team’s business objectives by delivering comprehensive wealth management and investment advice to ultra-high net worth individuals and their families. Her primary focus was building and maintaining trusted client relationships by taking a personalized and proactive approach to managing their needs on a day to day basis.
In addition to her role as Private Wealth Relationship Manager, Ava helped make prudent investment decisions and implement tactical changes to her clients’ investment portfolios. Ava also holds the Accredited Wealth Management AdvisorSM℠ designation from the College for Financial Planning.
After Merrill, Ava spent some time at Rockefeller Capital Management as a VP, assisting in client management and focusing on the growth of the team, and capitalizing on opportunities.
Ava is originally from Roswell, GA and an alumni of Walton High School. She enjoys traveling, wine tasting, playing flag football, and cheering on the Georgia Bulldogs & Atlanta Falcons in her free time!