Jay D Marquis

Senior Vice President, Private Client Advisor

Professional Profile

As a Private Client Advisor for Bank of America Private Bank, Jay focuses on helping clients live their best financial lives while managing risk and maximizing their returns. Through investment management, credit, banking and wealth structuring/planning, Jay works toward providing comprehensive strategies to help meet clients’ financial needs.  Given his previous Corporate Debt and structuring experience he spends a significant amount of his time working with entrepreneurs.  

Prior to transitioning to a Private Client Advisor role in early 2018 Jay was a Structured Credit Executive with U.S. Trust where he was responsible for working with several teams in developing credit strategies for U.S. Trust Clients.  Through his 14 year career with Bank of America Jay has held multiple positions with the Bank’s Global Corporate and Investment Bank with industry focuses in Media & Telecom as well as Real Estate.

Prior to joining Bank of America Jay worked for a smaller bank and had multiple entrepreneurial adventures.  He is a graduate of Colorado State University in Fort Collins, Colorado with a degree in Finance.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.