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 Broderick is a Managing Director and Private Client Advisor in the McLean, Virginia office of Bank of America Private Bank. As the leader of a Private Bank team, Marc oversees the development and delivery of detailed strategies to help clients manage complex wealth and pursue future financial goals. He serves a nationwide clientele that includes ultra-high-net-worth individuals and families, as well as family foundations and not-for-profit organizations.
Marc believes the broad capabilities and deep resources of the Private Bank, along with its team structure, are key drivers of client value. He taps team members’ skills and experience to tailor wealth management strategies to specific client objectives. For individuals and families, these may include strategies for investment management, preparing for liquidity events, philanthropy, and trust and estate planning services, as well as customized credit and lending solutions. He can also offer family office services and endowment management strategies for not-for-profit organizations. Marc is committed to a strong work ethic and expects the same from his team members.
Before he joined the Private Bank (formerly U.S. Trust) in 2013, Marc had 20 years of leadership experience in the not-for-profit community. He began his career in fundraising and foundation management for higher education institutions, including Emory University, George Washington University, Temple University, and George Mason University.
- George Washington University
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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
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.