Joseph J. Marsiglio

Professional Profile

Joe Marsiglio is a Senior Vice President and a Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining complex personalized investment strategies utilizing a broad range of wealth management services. Joe works with individuals, families and family offices helping them manage their personal assets in keeping with their distinctive goals, objectives, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.

Joe works with families and their outside advisors to incorporate a holistic wealth management experience such as designing an investment program to reflect their unique circumstances, tax situation, liquidity requirements and investment preferences.  He has extensive experience in traditional and alternative investments as well as tax sensitive investing*.

Prior to joining Bank of America Private Bank, he served as a Senior Investment Officer at Northern Trust for 26 years helping give him experience and insight into the wealth management needs of high-net-worth individuals, families, family offices, foundations and endowments. Previously, he worked at Price Waterhouse as a Financial Analyst.  

Joe Marsiglio obtained an MBA from DePaul University and a BA from Lewis University.

 

*In his role at Bank of America Private Bank, Joe does not provide tax advice.

*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.