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).





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