Julien Wolfe

Assistant Vice President, Portfolio Manager

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Professional Profile

Julien Wolfe is an Assistant Vice President and Portfolio Manager at Bank of America Private Bank in New York City. He works with wealthy individuals and their families, as well as trusts and foundations, to construct and manage investment portfolios that support their distinct wealth management objectives. Julien helps clients build diverse portfolios that include traditional asset classes such as equity and fixed income, as well as alternative investments such as real estate, hedge funds, and private equity.

Julien’s approach to portfolio management centers on educating clients about complex investments, with a focus on explaining the potential benefits of including alternative investments in a diversified portfolio. He wants clients to have a clear understanding of the investments they hold and their purpose. Throughout the relationship, he conducts periodic reviews with clients to help them monitor their progress and rebalances their portfolios as goals and economic conditions evolve.      

Prior to joining the Private Bank in 2020, Julien was a Financial Advisor at Merrill Lynch Wealth Management in Garden City, New York. He earned Bachelor of Business Administration and Masters of Business Administration degrees at Adelphi University, with a concentration in Finance. He holds the Chartered Alternative Investment Analyst® (CAIA®) designation.  

Julien volunteers with the New York Guard. He currently serves as a Second Lieutenant and leads a platoon of 46 service members.



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.

CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.

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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.