Profile
Ms. Gabriela I.
Adessi is a Senior Vice President & International Wealth Advisor at Merrill Lynch, Pierce, Fenner & Smith, Inc. She has over 29 years of private wealth management and trust services experience.
Ms. Adessi is a qualified International Wealth Advisor and Portfolio Manager who, in addition to providing traditional advice and guidance, can help individuals, families, endowments and foundations pursue their objectives by building and managing her own personalized strategies, which incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies.
Ms. Adessi builds enduring relationships with clients and assists them in developing strategies that reflect their and their family’s unique goals.
She has experience working with multigenerational families and investing under complex trust structures.
Prior to working at Merrill Lynch, Ms. Adessi joined Fiduciary Trust International, a subsidiary of Franklin Templeton in 2000.
At Fiduciary Trust International, she was a Managing Director and Senior Portfolio Manager.
Ms. Adessi was also a member of Fiduciary Trust International of the South’s Trust Operations Committee and Trust Review and Collective Investment Trust Oversight Committee.
She was a member of Fiduciary Trust’s Technology team, Growth Equity Group and Equity Strategy Committee.
Gabriela started her career in the financial industry in 1995 at Merrill Lynch, Pierce, Fenner & Smith Inc. working in the Private Client Group.
Ms. Adessi graduated from Florida International University where she received her B.A. with a major in Finance and a minor in International Business.
She also obtained her MBA in Finance from Nova Southeastern University.
Gabriela Ingrid Adessi active positions
| Companies | Position | Start |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Portfolio Manager-Equities | 2015-12-31 |
Former positions of Gabriela Ingrid Adessi
| Companies | Position | End |
|---|---|---|
Fiduciary Trust Company International
Fiduciary Trust Company International Investment ManagersFinance Provides investment advice | Portfolio Manager-Equities | 2015-12-30 |
Training of Gabriela Ingrid Adessi
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 | 4 |
|---|---|
Fiduciary Trust Company International
Fiduciary Trust Company International Investment ManagersFinance Provides investment advice | Finance |
Florida International University
Florida International University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nova Southeastern University, Inc.
Nova Southeastern University, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance MLPF&S uses various securities analysis methods, including fundamental, technical, quantitative and economic analyses. | Finance |
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