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.
Lisa McGowan is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in Greenwich, Connecticut. In this role, she is responsible for creating and maintaining personalized investment solutions (based upon the client’s risk tolerance, time horizon, liquidity needs and overall investment goals) by utilizing a broad range of wealth management services including financial 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 the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.
Prior to joining U.S. Trust in 1994 (and Bank of America in 2007 when both organizations merged,) Lisa was a portfolio manager at The Portfolio Group, a subsidiary of Chemical Bank, Private Banking (now part of JP Morgan Chase). Prior to that, she was a private banker at Chemical Bank.
Lisa earned a B.A. in economics from Middlebury College and a M.B.A. in finance from Fordham University.
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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.