A native of New York, Sudip is a Senior Financial Advisor and Portfolio Manager with Merrill Lynch in its Global Wealth & Investment Management division. He current leads a wealth management practice that provides strategic advice to a select group of private clients that includes not-for-profit organizations, 401k retirement and pension plans of businesses, and individuals and families.
He is a graduate of Cornell University with a BS in engineering. He earned an MBA from Yale University. In addition, he is a Chartered Financial Analyst® (CFA) charterholder and also holds the CERTIFIED FINANCIAL PLANNERTM certification. Among his civic and not-for-profit activities, Sudip serves on the Board of Hunger Free America (formerly known as The New York City Coalition Against Hunger). He also serves as a Parent Coach/Volunteer with the Jericho Athletic Association, a member of the Cornell Alumni Admissions Ambassador Network and a member of/admissions interviewer for the Yale Alumni Schools Committee. Sudip formerly served on the Board of Queens Community House. He and his wife live in Jericho, NY with their son and daughter.