Phil Schlaepfer: Proprietary Investment Program
Phil Schlaepfer is a seasoned investment and wealth management
professional who specializes in helping affluent clients understand the
opportunities and challenges of significant wealth. He leads a top-performing
team at Merrill Lynch, where he has worked since 1984, and has a reputation for
being attuned to capital markets. Phil Schlaepfer directs his team’s investment
management initiatives, including oversight of a proprietary investment program
that has a long-term record of success.
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