Cary joined Merrill Lynch in 2008 after working for Standard & Poor’s Capital IQ, where he built research and analysis tools for investment managers, investment banks and private equity funds. Cary holds the Chartered Retirement Planning Counselor (CRPC) and Certified Special Needs Advisor (CSNA) designation, as well as a bachelor’s degree in international relations from Boston University. He is actively involved in many philanthropic programs at the Juvenile Diabetes Research Foundation and enjoys running, cycling, skiing and sailing.