At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Paul Mattocks is a Managing Director and Fixed Income Portfolio Manager for the Bank of America Private Bank in Boston, Massachusetts. He manages custom mandates for clients ranging from institutional to ultra-high net worth. He has been a member of the investment community since 1986.
Prior to Bank of America, he spent 17 years at State Street Bank & Trust and related entities. At the time of his departure, he was a taxable fixed-income portfolio manager in the Fundamental Active Fixed Income Group of State Street Global Advisors with responsibility for institutional accounts. He has also managed mutual funds and common trust funds. Prior to that, he was an advisor and portfolio manager in the Private Asset Management Group at State Street Bank which was incorporated into the legacy U.S. Trust organization. He began his career at State Street Bank in the Trust Department as a bond trader.
Mr. Mattocks earned a B.A. in history with a minor in geology from Franklin & Marshall College.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.