Ivan Hernandez

Ivan has provided wealth management services to ultra-high-net-worth clients for 20 years, first with a boutique fixed-income firm and most recently as a Senior Financial Analyst with Merrill Lynch’s Private Banking and Investment Group. From 1998 to 2009, Ivan worked closely with significant clients at UBS Private Wealth Management. As Managing Director-Wealth Structure and Planning, he has a passion for helping family members understand and implement philanthropic and wealth transfer strategies; he also works closely with clients’ tax and legal professionals on effective techniques and tailored structures to help realize these goals. Ivan holds the CFP® certification awarded by the Certified Financial Planner™ Board of Standards, Inc. He is also a Chartered Advisor in Philanthropy® (CAP®) and a Certified Investment Management Analyst® professional (CIMA®). Ivan’s CIMA designation was earned at the Wharton School of Business.

As a frequent contributor to the financial media, Ivan has been featured in the New York Times, Financial Advisor Magazine and U.S. News & World Report.