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 Perez
Managing Director, PWM Market Executive
Professional Profile
As Bank of America’s Long Island President, Marc is responsible for delivering the unified capabilities of the Bank of America enterprise across its eight lines of business to enhance the well-being of the people and institutions that call Long Island home. He leads initiatives to broaden opportunities for Bank of America’s employees, while also promoting the firm’s reputation as a great place to work and oversees efforts to positively impact Long Island communities.
In addition to his role as Long Island President, Marc also serves as Market Executive for Bank of America Private Bank. In this role, Marc is responsible for developing and executing the ultra-high-net-worth market strategy to deliver responsible growth and client satisfaction.
Marc joined Bank of America in 2000, and 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 Employee Networks at Bank of America, currently serving as the Executive Sponsor for the Hispanic/Latino Organization for Leadership and Advancement (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 (Leadership, Education, Advocacy and Development) for Women chapter and a previous member of the Global Diversity and Inclusion council.
As a long time Long Island resident, Marc is engaged in the community. He proudly sits on the Board of Directors for Long Island Cares, the Long Island Association and the New York Bankers Association. Marc also volunteers for many local organizations such as Island Harvest, Interfaith Nutrition Network, Catholic Charities and United Way of Long Island.
Marc graduated from St. John’s University, where he earned a B.S. degree in finance, and has also completed the Bank of America Market Director Executive Education Program at the Wharton School of the University of Pennsylvania.
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
LANGUAGES
- English
ORGANIZATIONS
- Long Island Association: Director
- 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.
