Regional Managing Director for the Pacific Northwest Region of the Private Banking and Investment Group at Merrill Lynch
Chris Dupuy currently serves as the Regional Managing Director for the Pacific Northwest Region of the Private Banking and Investment Group at Merrill Lynch overseeing Private Wealth Advisors in six branch offices.
Formerly, Chris Dupuy was the head of Institutional Investments and Philanthropic Solutions, responsible for developing and building investment and advisory capabilities across the institutional investment and philanthropic platforms for the Retirement & Philanthropic Services (RPS) business.
In that role, Chris led the strategy development, product management and servicing of Institutional Investments, Fiduciary Products, and Private Foundations and Endowments, Institutional Consulting as well as relationship management for Philanthropic Management clients.
Chris also served as the Chairman of the Fiduciary Standard Committee.
was the Executive Sponsor for the GWIM Diversity & Inclusion Committee and also represented GWIM on the SIFMA Private Client Group Executive Committee.
Prior to that, Chris served as the head of Global Investment Solutions (GIS), where he was responsible for managing Merrill Lynch Global Wealth Management (GWM) financial products, including mutual funds, stocks, bonds, new issue, insurance, alternative investments and structured products, as well as overseeing all manager due diligence, portfolio construction and investment implementation activities for the business globally.
Previously, Chris served as head of Americas Distribution Group, overseeing all Merrill Lynch Wealth Management and Wealth Structuring specialists and support desks.
He also led the Cross-Sell and Referral Execution Group between Bank of America and Merrill Lynch.
In that position, Chris
was responsible for cross-selling and cross-referral opportunities among the advisory businesses in the United States, Latin America and Bank of America
Prior to Bank of America's acquisition of Merrill Lynch, Chris was chief operating officer of the Americas Bank Group, responsible for bank strategy and the businesses related to cash management, cards and Merrill Lynch Trust Company.
also was responsible for the distribution of all bank products and services to Financial Advisors and their clients in the United States and Latin America.
Earlier in his career, Chris was the National Sales Manager for the Americas Client Relationship Group, coordinating all platform and sales initiatives among the 700 branch offices in Merrill Lynch's Americas Advisory business, Merrill Lynch's product and service areas, and GWM's senior leadership team.
A 25-year veteran of Merrill Lynch, Chris began his career in operations, later becoming a Financial Advisor in Morristown, N.J.
He entered management in 1994, becoming a District Sales Manager for Washington, Maryland and Virginia.
He then served as Resident Vice President and Complex Managing Director for Richmond, Virginia, Washington D.C., Red Bank, N.J. and Long Island.
Chris is a graduate of James Madison University.
is married with two daughters.