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.
Benjamin Mele is a Vice President and Portfolio Manager at Bank of America Private Bank in New York, New York. A key member of the Private Bank’s largest portfolio team, Ben supports three Private Client Advisors and an elite, ultra-high-net-worth clientele – principals of asset management and private equity firms, Fortune 500 executives, successful business owners, and generations of families.
In his role, Ben creates and maintains customized investment strategies, assists clients with establishing goals and objectives, develops an appropriate overall strategy, and conducts periodic reviews to help clients monitor progress toward reaching their goals.
Most fulfilling to Ben is apply his people skills and analytical competencies – getting to meet with and educate clients, as well as utilize the group’s modeling and analyses to connect the dots in each client’s life with a portfolio strategy that meets their goals for growing, preserving and passing along wealth. Ben finds it critical to streamline recommendations and simplify explanations – recognizing clients’ time constraints and obligations. He also enjoys helping the “next generation” of clients – many his own age – to establish a fundamental understanding of managing their wealth.
In 2016, Ben joined the Private Bank as a Private Banking Associate. He was promoted to Portfolio Manager Associate before assuming his current role. Ben holds a Bachelor’s degree in Economics and Spanish and Hispanic Studies from Union College, where he was co-captain of club rugby team. Still active (but less bruised), he enjoys skiing, running and playing golf. Ben and his girlfriend reside in the Financial District of Manhattan.
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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.