Jose L Tavarez

Managing Director, PWM Division Executive

Professional Profile

Jose Tavarez is the New York Tri-State Division Executive with Bank of America Private Bank, headquartered in New York, New York. As the Head of the Division, Jose oversees the end-to-end delivery of customized investments, banking, lending, and fiduciary service offerings to ultra-high-net-worth families and institutions. He leads over 500 professionals, cultivating a culture that seeks to optimize the client experience through diligence, consistency, and innovation. 

Jose has over two decades of financial services experience and has led several businesses in the United States and Latin America. Prior to his current role, he served as the Head of Emerging Markets FICC Sales for the Americas. His tenure also includes senior management positions within Global Banking and Markets for North and South America at Bank of America and Merrill. Jose began his career as a management consultant for Hewitt Associates and KPMG in New York. He earned his undergraduate degree in economics from the University of Pennsylvania’s Wharton School and his M.B.A from Columbia Business School. 

Jose is a member of the Global Diversity and Inclusion Council at Bank of America, where he has led several work streams focused on recruiting and retention. He also serves on the Leadership Council for the Bank of America Hispanic/Latino Organization for Leadership and Advancement. The group is committed to helping Bank of America attract, engage, develop and retain its Hispanic/Latino employees. 

Jose serves on the board of Trustees of the Spence School and the Acquisitions Committee of the Studio Museum in Harlem. In recognition of his accomplishments among Hispanic leaders in finance, Jose has received awards from The Council of Urban Professionals, Alianza Dominicana, Latino Trendsetter Magazine, Hispanic Business Magazine and New Heights Youth, Inc. 

Jose and his wife, Dr. Holly Phillips, live in New York City with their daughters, Olivia and Pascale.

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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.

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.