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.
Marc Perna is a Senior Vice President and Private Client Manager with Bank of America Private Bank in New York City, New York. Marc co-ordinates the resources of the Private Bank to help clients deploy their wealth more strategically and efficiently. He orchestrates effective collaboration across a client’s Private Bank team, supporting measurable progress toward shared objectives. His tenure and continuity with the firm have heightened his ability to pinpoint appropriate resources enterprise wide. He also works effectively with multiple generations of client families, sensitive to their distinctive interests.
Attuned to the priorities of ultra-high-net-worth clients, Marc helps an accomplished clientele anticipate key decision points, helping them to make informed decisions. Clients look to him for proactive thinking and an ingrained work ethic. Marc also facilitates a multi-disciplinary approach that encompasses investment management, wealth strategy, trust and estate planning services, strategic banking, customized credit, as well as daily liquidity and service needs. Moreover, he fosters close collaboration with a client’s external tax and legal advisors, as appropriate, spearheading clear communication.
Marc has worked at Bank of America Private Bank (formerly U.S. Trust) since 2002. He earned his B.A. in finance and management information systems from the University of Rhode Island. He also holds a certificate from the Yale School of Management in investment management theory & practice. Marc holds the CERTIFIED FINANCIAL PLANNER™ certification and earned the Sports & Entertainment Accredited Wealth Management Advisor™ designation. He also is a CIMA® professional focusing on investment management consulting, and a Retirement Management Advisor® professional. Additionally, Marc is a member of the Investments & Wealth Institute™.
Marc has two sons and lives on Long Island. Passionate about land conservation, he volunteers with the Peconic Land Trust and is a member of Ducks Unlimited.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks RMA® and Retirement Management Advisor®. Use of RMA®, and/or Retirement Management Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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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.