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Herbert Zucker, Principal at SafeDecisions at Merrill Lynch | WiseIntro Portfolio

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Herbert Zucker, Principal at SafeDecisions at Merrill Lynch | WiseIntro Portfolio

Herbert Zucker

Principal at SafeDecisions

Merrill Lynch

Herbert Zucker is an experienced senior consultant at Merrill Lynch who translates his passion for very meaningful client relationships into service based on insight and compassion. He concentrates on discretionary portfolio management for his group. Herbert is a qualified portfolio manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies. In addition, he offers clients a variety of financial services, such as developing and overseeing third-party investment strategies.

During his time in financial services, Herbert has been involved in the development of several new concepts and businesses. Most notably, Herbert founded SafeDecisions, an ‘in-room electronic safe’ retailer and service provider. SafeDecisions brings the ease and convenience previously found only in full-service hotels to new markets including the education, healthcare and residential sectors. SafeDecisions distributes certain products unique from others because of their proprietary remote decode technology – the only UL listed remote activated safe in the world.

Before this, Herbert Zucker was a senior vice president at Morgan Stanley, a role he held for many years. While there, he won several internal awards while providing clients with diversified portfolios that minimized risk while maximizing potential revenue.

He holds a bachelor of science from Boston University's Questrom School of Business.

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  • address Glen Cove, NY, US
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