Elizabeth (Beth) A. Martinez

Senior Vice President, Portfolio Manager

Professional Profile

Elizabeth Martinez is a Senior Vice President and Portfolio Manager with Bank of America Private Bank in Chicago. Beth works closely with high- and ultra-high-net-worth clients to develop and implement tailored investment initiatives to pursue their goals and priorities. She brings a seasoned perspective to the capital markets, supporting clients in navigating dynamic investment conditions relative to their unique risk parameters, tax circumstances, and personal objectives.*

 

A strong communicator and natural educator, Beth supports clients in making informed decisions about their investments, helping them weigh multiple factors relative to their goals. She is adept in diverse asset classes, including traditional and alternative investments, such as private equity, hedge funds, and private markets. Drawing on the extensive research and investment capabilities of the Private Bank, Beth strives to help clients mitigate risk during volatile environments. She brings a profound service ethic to her work, pursuing each client’s long-term well-being through her ongoing diligence and responsiveness.

 

Previously, Beth was a Director and Senior Portfolio Manager with BMO Private Bank in Chicago, where she worked for more than 17 years. Passionate in her commitment to education, she has taught at the secondary-school level, earning recognition as an Outstanding Educator. She earned her M.S. in finance with Distinction from DePaul University’s Kellstadt Graduate School of Business and her undergraduate degree in finance with High Honors, also from DePaul. She holds the Chartered Financial Analyst® (CFA®) designation and has worked in investment management since 1995.

 

Beth is a member of the Women’s Advisory Group within the CFA Society of Chicago. She has served as an Adjunct Instructor in finance at DePaul.

 

Beth and her husband live in Chicago and have three grown children.

 

*In her role at the Private Bank, Beth does not provide tax advice.

*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.

*CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute. 

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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.

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.