Marc J Perez

Managing Director, PWM Market Executive

Professional Profile

Marc Perez joined Bank of America in 2000 and is currently the Long Island Market Executive for Bank of America Private Bank. In this role, Marc is responsible for developing and executing the Ultra High New Worth Market strategy to deliver responsible growth, client satisfaction and delivering one Company with enterprise partners.

Marc was previously the New York City/Long Island Regional Executive for the Consumer Business. In this role, Marc was responsible for leading 120 Consumer Financial Centers across thirteen markets in Staten Island, Brooklyn, Queens and Long Island. Prior to re-joining Consumer in 2012, Marc spent eight years in Wealth Management, serving as both The Wealth Management Banking Market Executive and Premier Banking and Investments Market Manager in New York City.

Marc is actively involved in the Bank’s Employee Networks, currently serving as the Executive Sponsor for HOLA’s New York City Chapter. He is a past Regional chairperson for the Consumer Associate Advisory & Inclusion Council, Executive Sponsor for Long Island’s LEAD for Women chapter and previous member of the Global Diversity and Inclusion council.

Marc graduated from St. John’s University, where he earned a B.S. degree in finance. He has completed the Bank of America Market Director Executive Education Program at the Wharton School of the University of Pennsylvania and proudly sits on the Board of Directors for Long Island Cares.

He and his wife Maryann reside in Northport, New York with their two daughters, Olivia and Julia.

EDUCATION

  • St Johns University Tobin School of Business

ORGANIZATIONS

  • Long Island Cares, Inc: Director

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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.

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.