Maria Brisbane | Official Profile on The Marque

Maria Brisbane’s Biography

Maria Brisbane, CFA®, is a Private Wealth Advisor in New York, widely recognized within the industry, including being named to Forbes and Barron's advisor rankings.

Maria manages tailored equity portfolios, advising individuals, families, not-for-profit organizations and endowments. She has been a Chartered Financial Analyst (CFA) charterholder since 1999.

Maria was a Managing Director and Portfolio Manager at Merrill Private Wealth Management for sixteen years. Earlier in her career, she worked at U.S. Trust (now Bank of America Private Bank) and Brown Brothers Harriman as a Portfolio Manager. During the 1980s, she also served for three years as a Press Associate for the New York City Mayor, Edward I. Koch.

She is an Adjunct Associate Professor in the Finance Division at Columbia Business School and has delivered a course entitled ‘Management for High-Net-Worth Clients’.

Currently serving as a board member of the Cancer Research and Treatment Fund, Maria leverages her prior experience as a biotechnology mutual fund manager at U.S. Trust. She is a high-level member of Aperture... Maria Brisbane, CFA®, is a Private Wealth Advisor in New York, widely recognized within the industry, including being named to Forbes and Barron's advisor rankings.

Maria manages tailored equity portfolios, advising individuals, families, not-for-profit organizations and endowments. She has been a Chartered Financial Analyst (CFA) charterholder since 1999.

Maria was a Managing Director and Portfolio Manager at Merrill Private Wealth Management for sixteen years. Earlier in her career, she worked at U.S. Trust (now Bank of America Private Bank) and Brown Brothers Harriman as a Portfolio Manager. During the 1980s, she also served for three years as a Press Associate for the New York City Mayor, Edward I. Koch.

She is an Adjunct Associate Professor in the Finance Division at Columbia Business School and has delivered a course entitled ‘Management for High-Net-Worth Clients’.

Currently serving as a board member of the Cancer Research and Treatment Fund, Maria leverages her prior experience as a biotechnology mutual fund manager at U.S. Trust. She is a high-level member of Aperture Foundation, a photography non-profit supportive of artists. Maria is also a member of Havens Relief Fund Society, a charitable organization that provides emergency grants to low‑income individuals or families facing financial crises. She previously served as an advisor to The Grass Foundation, a neuroscience non-profit organization. She was a member of the Professional Advisory Committee of Central Park Conservancy.

Maria holds a Bachelor’s degree in English Literature and Journalism from New York University and a Master’s degree from the University of Virginia. She attended The Middlesex School in in Concord, Massachusetts. READ MORE VIEW LESS

Maria Brisbane’s Background

Private Wealth Advisor

Jan 2024 - Present

New York, NY, USA

Maria manages tailored equity investments for clients.

Merrill Private Wealth Management

Private Wealth Advisor, Managing Director

Mar 2008 - Jan 2024

New York, NY, USA

Merrill Private Wealth Management offers a broad range of personalized wealth management products and services and is aimed specifically at high-net-worth and ultra-high-net-worth individuals, families, and institutions, offering more specialized attention than a typical retail brokerage relationship.

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Maria Brisbane’s Gallery

Maria Brisbane at the Cancer Research and Treatment Fund Dinner Gala with Michael Kempner and Steven Loeb.

Maria Brisbane, Heilbrunn Center for Graham & Dodd Investing conference

Maria Brisbane at the Heilbrunn Center for Graham & Dodd Investing Conference

Maria Brisbane with Olivia L. Henderson at the Palm Beach Fl Robinhood Fdn Fundraiser

Maria Brisbane and Ian B. Henderson, Magna Cum Laude Phi Betta Kappa

Maria Brisbane Havens Almoner Annual Reception

Maria Brisbane Children's Village annual fundraiser

Maria Brisbane Central Park Professional Advisory Committee

Maria Brisbane at the Aperture Gala 2025

Maria Brisbane and Cokie Roberts at the 2013 Cancer Research and Treatment Fund Hall of Fame dinner

Maria Brisbane and Ian B. Henderson at the 2025 Southampton Arts Center Annual Fundraiser

Board Positions

Cancer Research and Treatment Fund, Inc.

Board Member

New York, NY, USA

Founded in 1968, Cancer Research and Treatment Fund, Inc. is a non-profit organization focused on advancing innovative research for blood cancers and solid tumors.

Previous Advisory Roles

Central Park Conservancy

Member of Professional Advisory Committee

New York, NY, USA

Founded in 1980, the Central Park Conservancy is a private, non-profit organization that restores, manages, and cares for New York City's 843-acre Central Park.

The Grass Foundation

Advisor

The Grass Foundation is a non-profit organization committed to advancing the frontiers of neuroscience through the continued nurturing and championing of the work of emerging neuroscientists.

Philanthropy

Havens Relief Fund Society

Member

New York, NY, USA

Havens supports low-income New Yorkers through the provision of modest financial grants, gifted by a network of volunteers (referred to as Almoners).

Aperture Foundation

High-level member

New York, NY, USA

The Aperture Foundation is a photography non-profit that supports artists.

Media

U.S. News Money | Maria Brisbane

View Maria's Profile on U.S. News Money here.

Forbes | Maria Brisbane

Profile

View Maria's Profile on Forbes here.

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Accreditation

CFA Institute

Chartered Financial Analyst

Oct 1999

New York, NY, USA

Awards & Recognition

Forbes Best-in-State Wealth Advisors

Named

Maria was named on the Forbes Best-In-State Wealth Advisors List in 2024, 2025 and 2026. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC in partnership with Forbes.