Speaker
Natalie De La Calle-Tremblay
Alternative Investments Specialist
Merrill, a Bank of America Company
Natalie De La Calle is an Alternative Investments Specialist at Merrill, a Bank of America Company, who partners with Financial Advisors to recommend hedge fund, private equity and real estate investments that align with their clients' overall financial goals. Natalie has been with Merrill since 1998 in a wide range of roles with a primary focus on Alternative Investments. During this time she has developed deep knowledge across multiple asset classes and sub-strategies throughout a variety of market cycles. Early on in her career, she was a Latin American Offshore Managed Assets Specialist intimately involved with the creation, marketing and distribution of offshore mutual funds, separately managed accounts, hedge funds and private equity funds for international clients, helping to grow the offshore managed asset business exponentially at Merrill. Natalie graduated from Rutgers University magna cum laude with a B.S. in Marketing (International Business) and a B.A. in Spanish. She is fluent in Spanish and has working knowledge of Portuguese. She maintains Series 3, 7, and 66 licenses and is a Chartered Alternative Investments Analyst (CAIA) charter holder. Natalie resides in New Jersey with her husband Ryan Tremblay, daughter Sofia and son Tyson.