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THE TYLER GROUP
Credit Suisse NYTimes.com has hired Chris Gaertner fromBank of AmericaMerrill Lynch as a high-ranking technology banker, the firm announced in an internal memorandum obtained by DealBook on Tuesday.
When he starts in July, Mr. Gaertner will become a managing director and the head of global corporate finance for the tech group, according to the memo from Mark Simonian and David Wah, Credit Suisse’s global co-heads of technology, media and telecom investment banking.
At Merrill Lynch, which he joined in 2005, Mr. Gaertner advised Autonomy when it sold itself to Hewlett-Packard and Lawson Software when it was sold to Golden Gate Capital. He led Merrill’s tech group from 2006 to 2008.
The LMT Wealth Management Group Advisor
Global Wealth Management
6751 OLD JACKSONVILLE HWYTYLER, TX 75703
Phone: (903) 5354747Email: Gary Miller
PROFESSIONAL STAFF Advisor
With nearly 100 years of financial industry experience, the LMT Wealth Management Group offers knowledgeable advice and service. We work with affluent families, foundations, endowments, corporate executives and successful business owners who value the in-depth investment planning approach we bring to the relationship. We use a disciplined long term approach to investing designed to preserve and grow wealth by balancing risk and return. Our team also brings a disciplined approach to quality client service providing regular contact and reviews of portfolio performance.
Duo teamed up to form financial planning group at Merrill Lynch - Houston Business Journal
For financial adviser Lynch - Houston Business JournalJohn Tyler, the past two to three years have brought a slow return to normalcy.
As the recession unfolded, discussions about whether the financial system will collapse are largely behind Tyler who says his clients can now afford to think much more rationally, take risk and expect returns. But the investors went through a long, trying mental process to get there, he said.
“Now they can put their toes in the water,” said Tyler, vice president and financial adviser at Houston-based Hulburd/Tyler Group, a wealth management practice under the private banking and investment group at Merrill Lynch.
The Hulburd/Tyler Group typically has two categories of clients, energy or technology executives and business owners, Tyler said. For C-suite executives, the group can deal with concentrated stock issues, help them create liquidity and perform other wealth advisory functions. For closely held businesses, the duo helps them through a process to understand whether they can sell their business or walks them through a process that teaches them what it means to run the business with longer-term investment goals in mind.