Managing Director and Co-founder
Hunter-McCormack Group
Rosalie Hunter is a managing director and a co-founder of the Hunter-McCormack Group, a leading private wealth management advisory team at Merrill Lynch Private Wealth Management, based in Philadelphia and New York City. Clients are typically C-suite executives, private business owners, entrepreneurs and multigenerational families.
Hunter and her team have broad experience working exclusively with complex, ultra-high-net-worth clients and families to optimize their balance sheets, structure portfolios in the context of overall investment and estate planning objectives, as well as coordinating the day-to-day operational management of their financial lives. They have consistently earned national accolades including, Forbes Best in State Advisors, Best in State Wealth Management Teams and America’s Top Women Wealth Advisors – Best in State.
Hunter has served as a private wealth advisor at Merrill Lynch since 2015 and draws on more than three decades of experience addressing the needs of ultra-high-net-worth clients and their families. Prior to Merrill Private Wealth Management, she served as a managing director with Barclays Wealth and Investment Management. Her career also includes more than nine years with J.P. Morgan Private Bank, where she was a managing director.
Hunter earned her MBA with a concentration in finance from LaSalle University, where she was elected to the Beta Gamma Sigma Honor Society. She holds a BA from Ohio Wesleyan University.