John D. Lori

Managing Director, Portfolio Manager

Professional Profile

John Lori is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in New York, New York. In this role, John is responsible for investment guidance and managing customized investment portfolios for high-net-worth individuals, families and foundations in support of their overall wealth management goals and objectives.

Prior to rejoining the Private Bank in 2008, John was a managing member of JDL Partners, an investment partnership focused on value investing. From 1997 to 2004, John was a managing director and senior portfolio manager at Bank of America Private Bank (formerly U.S. Trust). He started his career in 1993 at Brown Brothers Harriman & Co., where he was an equity analyst and portfolio manager.

John earned his B.A. from the University of Michigan and his M.B.A. from New York University. He is a CFA® charterholder 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.

Let's Have A Conversation

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


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.