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.
Godelieve (Lieve) Mertens
Senior Vice President, Portfolio Manager
Lieve Mertens, CAIA®, is a Senior Vice President, and Senior Portfolio Manager and Institutional Portfolio Manager at Bank of America Private Bank in Palo Alto, California. In this role, she is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including investment planning and wealth strategy. 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, she supports clients in navigating through changing market environments to provide traditional guidance in areas of asset allocation, tax-minimization, retirement planning, and multi-generational wealth transfer from risk-based strategies to banking and lending needs.
Prior to joining Bank of America Private Bank in 2021, she served as a Senior Investment Strategist at Wells Fargo Private Bank, helping give her experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, she was a Senior Portfolio Manager at Boston Private.
Lieve obtained a Master of Business Administration from the University of Chicago Booth School of Business and a Master of Engineering (MSEE) from KU Leuven, Belgium.
She is a board member at the Whistle Stop Child Development Center in Palo Alto which serves employees of the VA Health Care System and residents of Santa Clara and San Mateo County.
Lieve is also a CFA® charterholder and holds the CERTIFIED FINANCIAL PLANNER™ certification.
Lieve does not provide tax advice in her role at Bank of America Private Bank.
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.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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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.