Emmeline Swanson

Emmeline Swanson is a Managing Director and Senior Financial Advisor at Merrill Lynch, specifically within the Venture Services Group, located in San Francisco, California. With a career spanning over two decades, she has developed expertise in serving private investors, particularly in areas such as private equity and venture capital. Her role involves providing tailored financial services to a diverse clientele that includes individual investors, venture capitalists, and private equity firms.13

Professional Background

• Current Position: Managing Director, Senior Financial Advisor at Merrill Lynch
• Experience: Emmeline has held various positions at Merrill Lynch, including Senior Vice President and Associate in the Venture Services Group.
• Education: She graduated from the University of Virginia, which has contributed to her strong foundation in finance.3

Key Responsibilities

Emmeline's work focuses on:

• Assisting clients with investment strategies related to private market investments.
• Managing stock distributions and implementing monetization strategies for alternative investments.
• Engaging with high-net-worth individuals and institutional clients to meet their unique financial needs.12

Networking and Community Engagement

Emmeline is active on LinkedIn, where she connects with over 400 professionals in her network. This platform allows her to share insights and engage with peers in the financial advisory community.3

Her commitment to diversity within her team at Merrill Lynch reflects a broader initiative to enhance service delivery by leveraging varied backgrounds and experiences among team members.1