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.
Brian O’Donnell is a Managing Director and Senior Portfolio Manager within the Institutional Investments group at Bank of America Corporation. In this role, he is responsible for the development and execution of clients’ investment objectives. Investment focus is placed on helping clients derive value from three key sources: strategic asset allocation, tactical asset allocation, and manager selection/portfolio construction. Brian serves both the short- and long-term needs of endowments, foundations, charitable trusts, and pensions drawing on the broader resources of the Chief Investment Office at Bank of America.
Prior to joining Bank of America, Brian served the institutional investor marketplace at Russell Investments, Commonfund and Morgan Stanley’s Institutional Consulting Group. Brian served in senior roles across functions that spanned from sales to business management to portfolio management.
Brian received his B.A. from John Carroll University in University Heights, Ohio, and is a member of the Investments & Wealth Institute. Brian currently holds his Certified Investment Management Analyst designation. He also holds a Certificate in the Fundamentals of Alternative Investments through a program sponsored by the Chartered Alternative Investment Analyst (CAIA) Association.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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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.