Primary Job Title Director and Family Office Principal Primary Organization
Merrill Lynch
Gender Male
Mr. Olmo's broad experience includes advising high net worth clients and their families on various income and tax planning issues.
Prior to joining Merrill Lynch in 2009, he was a senior tax manager at U.S. Trust, Bank of America, for 11 years, where he managed a team of tax specialists responsible for tax planning and compliance as well
as coordinating with clients' other financial advisors.
Mr. Olmo holds a bachelor of science degree in accounting from Rutgers University and a master's degree in taxation from Pace University. He is also a Certified Public Accountant. Mr. Olmo does not provide tax advice in his role at Merrill Lynch.
