United States
I am the co-founder of The Lassek & Schubert Group, and have been with Merrill Lynch Wealth Management for more than four decades. Within my team, I direct asset allocation, sector diversification, and security and fund selection. I take a highly customized approach to addressing the investment needs of affluent clients. I use Merrill's economic forecasts and market projections to inform my market outlook and stay abreast of evolving conditions. Outside of work, I am an active member of Kiwanis as a past president. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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