Arnaud Mulliez

Senior Vice President, Portfolio Manager

Professional Profile

Arnaud Mulliez is a Senior Vice President and Portfolio Manager at Bank of America Private Bank (formerly U.S. Trust).  In this role he is responsible for creating and maintaining personalized investment strategies, incorporating asset allocation, tax minimization, retirement and multi-generational strategies.  This includes assisting clients with establishing their goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions and conducting periodic reviews to help clients monitor progress towards reaching the initial goals and strategies set forth.   

Prior to joining the Private Bank, he was a stock-broker for Societe Generale in Paris, France.
 
Arnaud received his Business School degree from Ecole Superieure de Commerce d’Amiens-Picardie.  He has received the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Society Boston, Inc.
 
*Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.

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.