John A Capuano

Senior Vice President, Portfolio Manager

Professional Profile

John A. Capuano has been a Senior Vice President and Portfolio Manager at Bank of America Private Bank (formerly U.S. Trust) in the Troy, Michigan office since 2014. He serves as a Portfolio Manager for Bank of America Private Bank's private clients in Michigan, for whom he designs, implements and monitors sophisticated and customized investment programs.

Prior to joining Bank of America, John served as an Investment Specialist at J.P. Morgan where he developed investment solutions to help preserve and build clients' wealth.

John has over 40 years of experience serving private clients, including 13 years at Plante Moran where he began his career as an auditor, but spent most of his tenure providing fee only financial planning, income tax planning and preparation, estate and gift planning, and risk management services. He last served as the Director of the firm's Employee Benefits Consulting Group. He also spent 14 years at Munder Capital Management serving as a Senior Portfolio Manager, responsible for managing portfolios for high-net worth, trust, retirement plan, and endowment and foundation clients. He last served as the Director of the firm's Private Management Group.

John earned a Bachelor of Business Administration with Distinction from the University of Michigan, Ann Arbor, and is a holder of the right to use the Chartered Financial Analyst® designation. John is also a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

John is a member of CFA® Institute and CFA® Society of Detroit, the American Institute of Certified Public Accountants, and the Michigan Association of Certified Public Accountants.

John is philanthropically involved with the St. Paul on the Lake Education Trust as Vice Chairman.

 


John does not provide tax advice in his role at Bank of America Private Bank.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

*Chartered Advisor in Philanthropy® and the CAP® mark are the property of the American College, which reserves the sole rights to its use, and is used by permission.

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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.