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.
Dylan Meola is a Senior Vice President and Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall approach, understanding risk tolerance, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational considerations, from risk-based strategies to banking and lending needs.
Prior to portfolio management, Dylan worked on the macroeconomics research team in the Chief Investment Office (formerly U.S. Trust). In this role, he provided market research, economic commentary, and allocation guidance for both internal investment specialists and clients.
Dylan received his B.A. degree in Economics from the Johns Hopkins University. He holds the Chartered Financial Analyst® (CFA®) designation and is a member of the New York Society of Security Analysts (NYSSA).
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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.