Michael Beckerman

Senior Vice President at Merrill Lynch Private Banking & Investment Group

Michael Beckerman

Michael Beckerman

Senior Vice President at Merrill Lynch Private Banking & Investment Group

Biography

Mr. Beckerman joined Merrill Lynch in 1999 after providing comprehensive financial planning and investment consulting services to wealthy family groups, high net worth individuals, and corporate executives. From 1990 to 1999, Michael was a member of Ernst & Young’s Personal Financial Counseling Group where he was a Senior Manager and provided estate and retirement planning as well as insurance, stock option, and income tax planning to his various clients. He was also a Senior Investment Advisor of Ernst & Young Investment Advisors and was responsible for asset allocation modeling and marketable security and alternative investment manager due diligence for his clients. Mr. Beckerman received a Master of Science in Taxation degree from DePaul University and a bachelor’s degree in Economics from Washington University. He is a past President of the Board of Trustees of Donna Klein Jewish Academy and serves on the Board of Trustees of the Jewish Federation of South Palm Beach County and Hillel of Broward and Palm Beach County. Michael also is a frequent speaker at AICPA Advanced Investment Planning Conferences. A Certified Public Accountant (CPA), as well as a CERTIFIED FINANCIAL PLANNER™(CFP®), a certification awarded by the Certified Financial Planner Board of Standards, Inc. Mr. Beckerman has also earned his Certified Investment Management Analyst® certification which was granted by the Investment Management Consultants Association.

Overview
RelSci Relationships

483

Number of Boards

3

Number of Awards

3

Relationships
RelSci Relationships are individuals Michael Beckerman likely has professional access to. A relationship does not necessarily indicate a personal connection.

President, Rrjfs at Jewish Federation of South Palm Beach County, Inc.

Relationship likelihood: Strong

Instructor at Florida Atlantic University - School of Social Work

Relationship likelihood: Strong

Development Director at Hillel of broward and palm beach

Relationship likelihood: Strong

Member, Board of Directors at Jewish Federation of South Palm Beach County, Inc.

Relationship likelihood: Strong

Vice Chair, Board of Directors at Jewish Federation of South Palm Beach County, Inc.

Relationship likelihood: Strong

Member, Board of Directors at Jewish Federation of South Palm Beach County, Inc.

Relationship likelihood: Strong

Member, Board of Directors at Jewish Federation of South Palm Beach County, Inc.

Relationship likelihood: Strong

Managing Partner at Lesser, Lesser, Landy & Smith, PLLC

Relationship likelihood: Strong

Founder at The Finch Group, Inc.

Relationship likelihood: Strong

Member, Emeritus Board at The American Jewish Joint Distribution Committee, Inc.

Relationship likelihood: Strong

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Michael Beckerman
Senior Vice President at Merrill Lynch Private Banking & Investment Group
Education
Bachelor's in Economics

The mission of Washington University in St. Louis is the promotion of learning — learning by students and by faculty. Teaching, the transmission of knowledge, is central to our mission, as is research, the creation of new knowledge. Faculty — composed of scholars, scientists, artists and members of the learned professions — serve society by teaching; by adding to the store of human art, creativity, understanding, and wisdom; and by providing direct services, such as health care. The university offers more than 90 programs and almost 1,500 courses leading to bachelor's, master's and doctoral degrees in a broad spectrum of traditional and interdisciplinary fields, with additional opportunities for minor concentrations and individualized programs.

Master of Science in Taxation

DePaul, in common with all universities, is dedicated to teaching, research, and public service. However, in pursuing its own distinctive purposes, among these three fundamental responsibilities this university places highest priority on programs of instruction and learning. All curricula emphasize skills and attitudes that educate students to be lifelong, independent learners. DePaul provides sufficient diversity in curricular offerings, personal advisement, student services, and extracurricular activities to serve students who vary in age, ability, experience, and career interests. Full-time and part-time students are accorded equivalent service and are held to the same academic standards.

Career History
Senior Vice President
1999 - Current

Merrill Lynch Private Banking and Investment Group is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Group's Private Wealth Advisors through MLPF&S, a registered broker-dealer and registered investment adviser. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.

Senior Manager
1990 - 1999

Ernst & Young Global Ltd. operates as an advisory firm. It provides assurance, tax, transactions, and specialty services. The company was founded on November 26, 2001 and is headquartered in London, the United Kingdom.

Boards & Committees
Member, Board of Directors
Current

The Jewish Federation of South Palm Beach County is made up of Jewish and social service organizations, synagogues and schools that provide valued services and programs to recipients in our community, in Israel and around the world. We are also made up of the local residents who support us— including lay leadership, volunteers, donors, professional staff, rabbis, educators, event participants, students, and all those who contribute their time, skills or funds to a shared vision for our Jewish community and the world.

Member, Board of Directors
Current
President
Prior

MISSION: TO EDUCATE OUR CHILDREN AND THE GREATER DKJA COMMUNITY TO BE KNOWLEDGEABLE AND RESPONSIBLE CITIZENS OF THE WORLD COMMITTED TO JEWISH VALUES AND LIFELONG LEARNING.

Non-Profit Donations & Grants

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$5,000 - $10K
2013

MISSION: TO EDUCATE OUR CHILDREN AND THE GREATER DKJA COMMUNITY TO BE KNOWLEDGEABLE AND RESPONSIBLE CITIZENS OF THE WORLD COMMITTED TO JEWISH VALUES AND LIFELONG LEARNING.

$1,000 - $4,999
2008

The Jewish Federation of South Palm Beach County is made up of Jewish and social service organizations, synagogues and schools that provide valued services and programs to recipients in our community, in Israel and around the world. We are also made up of the local residents who support us— including lay leadership, volunteers, donors, professional staff, rabbis, educators, event participants, students, and all those who contribute their time, skills or funds to a shared vision for our Jewish community and the world.

$1,000 - $4,999
2007

The Jewish Federation of South Palm Beach County is made up of Jewish and social service organizations, synagogues and schools that provide valued services and programs to recipients in our community, in Israel and around the world. We are also made up of the local residents who support us— including lay leadership, volunteers, donors, professional staff, rabbis, educators, event participants, students, and all those who contribute their time, skills or funds to a shared vision for our Jewish community and the world.

Awards & Honors
CPA (Certified Public Accountant)
CFP (Certified Financial Planner)
Certified Investment Management Analyst
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