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Former Merrill Lynch employees form financial services firm

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Nine former Merrill Lynch employees have created Old Course Investment Partners, a financial services firm catering to high net worth investors.

Nine former Merrill Lynch employees have created Old Course Investment Partners, a financial services firm catering to high net worth investors.

Comprised of former Merrill Lynch River Oaks (Texas) branch employees, the Old Course Investment Partners team is establishing relationships with individual investors, business owners and corporations.

‘The investment boutique’s mission incorporates the old way of doing business; one that prioritises client service and investor education,’ says H.W. (Bill) Angel, Jr., the firm’s branch manager and one of five managing partners.

Old Course Investment Partners has aggressive expansion plans and is currently looking to add financial advisers to the team.

The firm consists of managing partners H.W. (Bill) Angel, Jr., Bruce Angel, Blaine Douglas (all pictured), Brian Dluzniewski and Jay Frankel. The firm has vice presidents Rhonda Guest Barclay and Jack Varcados, in addition to director of business development Nisha Pillay Modak, client associate Ashlee Lacey and operations associate Diandra Cosby.

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