Julie A MacDonald

Senior Vice President, Portfolio Manager

Professional Profile

Julie MacDonald is a Senior Vice President and Portfolio Manager at Bank of America Private Bank.  She has over 30 years of experience working with high net worth families in managing their wealth.    


Julie has been with Bank of America since 1989.  She earned a B.A. in Economics from University of Illinois in Champaign-Urbana and an M.B.A. from DePaul Graduate School of Business.  She holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the CFA Society of Chicago.

 
Julie lives in La Grange with her husband and two children.  She enjoys volunteering, traveling and spending time with her family.




*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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.