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Herbert Roy Zucker
Wealth Manager and Business Development Professional
A New York-based wealth management executive and entrepreneur, Herbert Roy Zucker is a senior consultant at Merrill Lynch. In this capacity, he draws upon more than three decades of relevant experience to provide financial advice and discretionary portfolio management services to affluent families and high net worth individuals. Since joining the firm in 2007, Herbert Zucker has earned Circle of Excellence and Chairman Club honors.
Herbert Roy Zucker previously worked in executive capacities at Morgan Stanley and Bear Stearns & Co. He was recruited by the latter firm during the savings and loan crisis after executives took notice of the innovative computer-based real estate management and listing program he developed while presiding over his own real estate portfolio and brokerage company.
In addition to his real estate expertise, Mr. Zucker facilitated the restoration of Beechwood Manor, a 1930s-era home in Glen Cove. He has also contributed to the development of multiple businesses, the most notable of which is SafeDecisions. He holds a bachelor's degree in business from the Boston University School of Management.
Glen Cove, NY, US
Work Experience
May 2007 - Present
Senior Consultant
Merrill Lynch
Sep 2003 - Present
LoremPrincipal
SafeDecisions LLC
May 2000 - Mar 2007
Senior Vice President
Morgan Stanley
Education
Sep 1971 - May 1975
BS
Boston University School of Management
Business Law
Herbert Roy Zucker
Wealth Manager and Business Development Professional
A New York-based wealth management executive and entrepreneur, Herbert Roy Zucker is a senior consultant at Merrill Lynch. In this capacity, he draws upon more than three decades of relevant experience to provide financial advice and discretionary portfolio management services to affluent families and high net worth individuals. Since joining the firm in 2007, Herbert Zucker has earned Circle of Excellence and Chairman Club honors.
Herbert Roy Zucker previously worked in executive capacities at Morgan Stanley and Bear Stearns & Co. He was recruited by the latter firm during the savings and loan crisis after executives took notice of the innovative computer-based real estate management and listing program he developed while presiding over his own real estate portfolio and brokerage company.
In addition to his real estate expertise, Mr. Zucker facilitated the restoration of Beechwood Manor, a 1930s-era home in Glen Cove. He has also contributed to the development of multiple businesses, the most notable of which is SafeDecisions. He holds a bachelor's degree in business from the Boston University School of Management.
Glen Cove, NY, US
Work Experience
May 2007 - Present
Senior Consultant
Merrill Lynch
Sep 2003 - Present
LoremPrincipal
SafeDecisions LLC
May 2000 - Mar 2007
Senior Vice President
Morgan Stanley
Education
Sep 1971 - May 1975
BS
Boston University School of Management
Business Law