Joseph attended the University of London School of Economics and ultimately received a Bachelor's degree in both Economics & Education from Arizona State University in 1991. Joseph has been working as a financial advisor since 1999 in various capacities ranging from private client services to corporate cash management. Joseph's previous work experience included small business ownership/management and teaching/directing at a special education high school. Joseph resides in San Francisco and is active in the community by volunteering his time with various charitable organizations.
Gary received a Bachelor's degree in Political Science from Stanford University in 1988. Gary joined the financial services industry in 1992 and has worked in various capacities including restricted securities analysis, venture services, and co-management of a corporate services team for a boutique investment bank. He has worked to create wealth management strategies to enhance private wealth since 2000. Gary resides in the East Bay with his two children.
The Seidler/Cattich Group of Merrill Lynch delivers investment strategies to individual investors, corporations and nonprofit organizations. The Seidler/Cattich advisory process focuses on helping clients to establish objectives, determine their risk tolerance, develop investment policy statements and select appropriate investment strategies while frequently monitoring results.
We are dedicated to helping affluent individuals, families and small businesses grow and preserve their wealth. We strive to develop lasting relationships based on a foundation of trust, integrity and superior service. The Seidler/Cattich Group will help you navigate changing market conditions and establish reasonable goals and expectations. The result will be a well-integrated solution based upon the clients risk tolearance, time horizon, liquidity needs and individual investment goals.