Joshua S Miller

Vice President, Portfolio Manager

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Professional Profile

Joshua (Josh) Miller is a Vice President and a Portfolio Manager at Bank of America Private Bank in New York City. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services consisting of equities, fixed income, and in some cases alternative investments*. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall investment strategy, formulating and implementing potential strategies, and conducting periodic reviews to help clients monitor progress toward reaching their objectives. Additionally, he supports clients in navigating through various market environments, to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies. Josh began his career with Bank of America Private Bank in 2016.

Josh obtained his B.S., with distinction, in business administration with an emphasis in Finance from Susquehanna University.

Joshua does not provide legal advice in his role at Bank of America Private Bank.

 

 

 

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

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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.