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.
John T. Wong is a Senior Vice President and Senior Institutional Portfolio Manager based in Southern California within the Institutional Investments group at Bank of America Private Bank. In this role, he is responsible for developing and executing the investment approach that may best assist clients’ short and long-term goals. This includes the planning and managing of customized solutions by leveraging the Private Bank’s broad range of investment management services and Bank of America affiliates; identifying opportunities that shape portfolios and long-term investments through consulting and advisory services; by providing guidance to allocate assets to help meet unique objectives; and, by researching market ideas and building investment portfolios by navigating in today’s evolving markets.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2012, John was responsible for rebalancing portfolios, conducting manager research, and preparing detailed portfolio analysis at Neuberger Berman, Lehman Brothers, and Morgan Stanley.
John earned his M.B.A. from Loyola University Chicago and his B.A. from The Ohio State University. John is a member of the Chartered Financial Analyst® (CFA®) Institute and a member of CFA Society New York where he founded the book club. He previously served as an Adjunct Instructor teaching undergraduate Finance at Loyola University Chicago. As a company volunteer, he is a co-chair of Professional Development within the Bank of America Asian Leadership Network Enterprise.
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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.