Tom Catanese

Thomas Catanese is a Senior Private Banker at Merrill Private Wealth Management, located in San Francisco, California. He has over 20 years of experience in the financial services industry, specializing in advising both individuals and corporations. His expertise extends to corporate development, having spent five years in this area for a publicly traded technology company.

Catanese has also engaged in discussions on various topics such as secondary liquidity events for privately held companies, planning for IPOs for insiders, and the design and implementation of 10b5-1 plans, which are important for corporate compliance regarding stock trading by executives.

In addition to his professional endeavors, Thomas is a fifth-generation native Californian, residing in Tiburon with his wife and three children. He is actively involved in community service, volunteering for organizations like the Leukemia & Lymphoma Society, the Bay Area Vanderbilt University Alumni Association, and local food banks.1