Marc J Loew

Managing Director, Portfolio Manager

Professional Profile

Marc J. Loew is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in Glen Rock, New Jersey. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing recommendations, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and set forth. In addition, he 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 planning as well as complementing other client team specialists to integrate banking and lending needs.

Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2010, Marc worked at UBS as a strategist with the Alternative Investments Group. Previously, he worked at Citigroup Asset Management as Managing Director and Portfolio Manager.

Marc earned his B.S. in business administration from The University of Florida. Marc is a CFA® charterholder.

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

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future


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.