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Merrill Lynch

COMPANY

Investment bank, founded in 1914 as Charles E. Merrill & Co.; became Merrill, Lynch & Co. when by Edmund Lynch became a partner the following year. Absorbed Cassatt & Co. and merged with another brokerage, E.A. Pierce & Co., in 1939, becoming Merrill Lynch, Pierce & Cassatt. Acquired Fenner & Beane brokerage in 1941, becoming Merrill Lynch, Pierce, Fenner & Beane. Alpheus Beane left the firm in 1958, replaced on the nameplate by longtime company manager Winthrop Smith. Incorporated in 1959 as Merrill Lynch, Pierce, Fenner & Smith. In 1973, ownership was transferred to a newly formed holding company, Merrill Lynch & Co., Inc.

Official Website:
http://www.ml.com/

Industry:
Finance

Ticker:
NYSE:MER

Corporate headquarters:
New York City

Sales:
$32.5B (2004)

Employees:
50,600 (2004)

EXECUTIVES

NameOccupationBirthDeathKnown for
Herbert M. Allison
Business
24-Aug-1943   CEO of TIAA-CREF
Samuel Armacost
Business
Mar-1939   Chairman of SRI International
Christopher J. Birosak
Business
c. 1957   Merrill Lynch Global Private Equity
George A. Bitar
Business
c. 1965   Merrill Lynch Global Private Equity
Stephen I. Chazen
Business
c. 1946   President and CFO, Occidental Petroleum
Charles I. Clough, Jr.
Business
c. 1942   Merrill Lynch Investment Strategist, 1987-2000
Daniel A. Dickinson
Business
c. 1961   Thayer Capital Partners
Robert F. End
Business
c. 1957   Co-Head, Merrill Lynch Global Private Equity
Jerry Gitt
Business
c. 1943   Former VP at Merrill Lynch
Stephen L. Hammerman
Business
18-Apr-1938   Former Vice Chairman, Merrill Lynch
Jordan Heller
Business
c. 1961   Schonbraun McCann Group
Thomas R. Hudson, Jr.
Business
c. 1966   Pirate Capital LLC
Robert J. Hurst
Business
1945   Vice Chairman of Goldman Sachs, 1999-2004
Amy B. Lane
Business
c. 1953   Former Managing Director, Merrill Lynch
Richard T. McCormack
Diplomat
6-Mar-1941   US Ambassador to the OAS, 1985-89
William J. McDonough
Business
c. 1934   President of New York Fed, 1993-2003
Raymond J. McGuire
Business
1957   Citigroup M&A executive
David J. P. Meachin
Business
c. 1941   Cross Border Enterprises
Charles E. Merrill
Business
19-Oct-1885 6-Oct-1956 Founder of Merrill Lynch
Margaret T. Monaco
Business
c. 1947   Probus Advisors
Stanley O'Neal
Business
7-Oct-1951   CEO of Merrill Lynch, 2002-07
Thomas H. Patrick
Business
c. 1943   Vice Chairman of Merrill Lynch, 2002-03
Rodman D. Patton
Business
c. 1943   Former Managing Director, Merrill Lynch
Jeffrey M. Peek
Business
c. 1947   CEO of CIT Group
Laree E. Perez
Business
c. 1954   Medallion Investment Management Co.
Helen Frame Peters
Business
22-Mar-1948   Dean of Boston College, 2000-03
Donald Regan
Government
21-Dec-1918 10-Jun-2003 US Secretary of the Treasury, 1981-85
Julie G. Richardson
Business
c. 1963   Providence Equity Partners
Donald C. Roth
Business
c. 1943   EMP Global
William Schreyer
Business
c. 1927   CEO of Merrill Lynch, 1984-92
Richard Spring
Politician
24-Sep-1946   British MP, West Suffolk
John A. Thain
Business
26-May-1955   CEO of Merrill Lynch
Nathan C. Thorne
Business
c. 1954   President, Merrill Lynch Global Private Equity
Peter F. Tufo
Diplomat
1937   US Ambassador to Hungary, 1997-2001
Seth H. Waugh
Business
?   CEO of Deutsche Bank Americas

CURRENT BOARD MEMBERS OR DIRECTORS

NameOccupationBirthDeathKnown for
Carol T. Christ
Educator
21-May-1944   President, Smith College
Armando M. Codina
Business
c. 1946   Founder of Codina Group
Virgis W. Colbert
Business
1939   EVP at Miller Brewing, 1997-2005
Alberto Cribiore
Business
c. 1946   Brera Capital Partners
John D. Finnegan
Business
31-Jan-1949   CEO of Chubb
Judith Mayhew Jones
Educator
c. 1949   Provost of King's College, 2003-06
Aulana L. Peters
Business
30-Nov-1941   Former Partner, Gibson, Dunn & Crutcher
Joseph W. Prueher
Diplomat
25-Nov-1942   US Ambassador to China, 1999-2001
Ann N. Reese
Business
c. 1952   CFO of ITT, 1995-98
Charles O. Rossotti
Business
1941   IRS Commissioner, 1997-2002
John A. Thain
Business
26-May-1955   CEO of Merrill Lynch

PAST BOARD MEMBERS OR DIRECTORS

NameOccupationBirthDeathKnown for
Herbert M. Allison
Business
24-Aug-1943   CEO of TIAA-CREF
Jill Ker Conway
Educator
9-Oct-1934   President of Smith College, 1975-85
William J. Crowe, Jr.
Government
2-Jan-1925 18-Oct-2007 US Navy Admiral
Stephen L. Hammerman
Business
18-Apr-1938   Former Vice Chairman, Merrill Lynch
David K. Newbigging
Business
c. 1934   Chairman, Talbot Holdings Limited
Stanley O'Neal
Business
7-Oct-1951   CEO of Merrill Lynch, 2002-07
Donald Regan
Government
21-Dec-1918 10-Jun-2003 US Secretary of the Treasury, 1981-85
Charles A. Sanders
Business
c. 1932   CEO of Glaxo, 1989-95
William Schreyer
Business
c. 1927   CEO of Merrill Lynch, 1984-92

EMPLOYMENT

NameOccupationBirthDeathKnown for
Peter Camejo
Activist
31-Dec-1939   Persistent Green Party candidate
Glenn M. Creamer
Business
c. 1962   Providence Equity Partners
Trevor Fetter
Business
1960   CEO of Tenet Healthcare
Scott T. Ford
Business
1962   CEO of Alltel
James A. Kohlberg
Business
c. 1959   Kohlberg & Co.
Alexis P. Michas
Business
c. 1954   Co-Founder, Stonington Partners Inc.
Suze Orman
Author
5-Jun-1951   The Road to Wealth
Nicholas A. Rey
Business
1938   US Ambassador to Poland, 1993-97
Al Reynolds
Relative
1968   Husband of Star Jones
Adarsh K. Sarma
Business
c. 1974   VP at Warburg Pincus
Tom D. Seip
Business
c. 1951   Former Charles Schwab executive
Jonathan D. Sokoloff
Business
c. 1962   Leonard Green & Partners
Donald W. Tang
Business
?   Vice Chairman of Bear Stearns

EXTRANEOUS

NameOccupationBirthDeathKnown for
Judy A. Black
Government
18-Mar-1949   Lobbyist
Tim Bray
Computer Programmer
21-Jun-1955   Co-Inventor of XML
Antonio Monteiro de Castro
Business
c. 1946   COO of British American Tobacco, 2002-07
Harvey S. Rosen
Economist
29-Mar-1949   Council of Economic Advisers, 2003-05
William F. Sharpe
Economist
16-Jun-1934   Capital asset pricing model

CELEBRITY ENDORSEMENTS

NameOccupationBirthDeathKnown for
Kim Basinger
Actor
8-Dec-1953   L.A. Confidential


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