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.
Managing Director, PWM Market Executive
Gioia McCarthy is the San Francisco-North Bay Market Executive for Bank of America Private Bank. In this role, McCarthy is responsible for leading teams of Private Client Advisors and Private Client Managers who serve many types of clients, from families managing wealth across multiple generations to business owners, entrepreneurs and creators of first-generation wealth. Her teams provide personal, customized strategies and services to help high net-worth individuals and families preserve wealth, build legacies, transfer wealth to the next generation, and support important charitable causes.
McCarthy joined Bank of America/Merrill Edge in 2011 and has over 32 years of leadership experience in the financial services industry in both Southern and Northern California. A passionate advocate for diversity and inclusion, she is an active ally for LGBT+ employees and is the executive sponsor for the San Francisco Bay Area chapter of the Hispanic/Latino Organization for Leadership and Advancement (HOLA) along with being a former executive sponsor for the Orange County chapter of the Learning, Education, Advocacy and Development (LEAD) employee network to connect and empower women leaders. Additionally, McCarthy is a board member of Jewish Vocational Service (JVS), United Way and has been involved in a number of charitable organizations where she served on local boards and held leadership roles in community support campaigns.
McCarthy holds a B.S. in business administration/entrepreneurial finance from the University of Southern California.
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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.