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.
Senior Vice President, Portfolio Manager
Josean Vega serves as Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank in Providence, Rhode Island, with over 18 years of investment management experience. In this role, he is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including financial planning and wealth strategy for individuals, families and foundations. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.
Josean joined Bank of America (formerly U.S. Trust) in 2008. Prior to this role, Josean was an Institutional Portfolio Strategist managing large endowments, foundations and retirement accounts.
He graduated from Wheaton College with a bachelor’s degree in economics and received his MBA from the Sawyer School of Management at Suffolk University. He is a CFA® charterholder and is a member of the CFA Institute and Providence Society of Financial Analysts.
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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.