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 J. Loew is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in Princeton, New Jersey. Marc works closely with high- and ultra-high-net-worth individuals and families, helping them with a highly customized investment portfolio that reflects the vision and purpose they desire for their wealth, unique circumstances, tax minimization strategies and time horizons.
Over three decades, Marc has studied and managed different asset classes for institutions and individuals. In addition to asset management, he is experienced in investment strategy, analysis and portfolio construction. He believes one of his primary functions is to help you understand the investment strategies employed on your behalf. He strives to communicate with you in such a way as to cut through and filter the mainstream financial "noise" that might otherwise be confusing about what's taking place in the markets and the economy and their impact on your investments.
Marc is adept at working with multiple family members from different generations, each with their own objectives, income needs and appetite for risk. A strong believer in the value of financial education, Marc is happy to spend the time with you or any member of your family to enhance your financial knowledge and answer questions. He believes the more you understand about your portfolio and your finances, the more discerning you can be when making informed decisions about your financial future.
Marc joined Bank of America in 2010 from UBS where he held the role of Alternative Investments Strategist. Prior to that he was a Senior Portfolio Manager for Citigroup Asset Management. He earned his bachelor's degree in business from the University of Florida. Marc Loew is a CFA® charterholder and is a member of the New York Society of Security Analysts. He is the Private Bank's New Jersey lead for ESG (Environmental, Social and Governance) investing strategies.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
Neither Bank of America, Merrill or any of their affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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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.