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.
Marcelo Egea, CSRIC® is a Vice President and Private Client Manager with Bank of America Private Bank in New York, New York. Marcelo works closely with ultra-high-net-worth individuals and families, connecting them to the capabilities and resources that can make their financial lives easier and more efficient. He works in concert with a Private Client Advisor to discern client priorities, delineate strategies, and spearhead precise implementation. Marcelo also provides coordination and oversight across the members of a client’s Private Bank team, helping to advance steady progress toward each client’s distinctive objectives.
Driven by an ingrained work ethic, Marcelo is resolute in tracking down solutions. He credits his training as an engineer for his ability to optimize processes, making them smoother and more streamlined. Clients can look to Marcelo for timely and responsive service for a range of needs. He appreciates the value of their time and is gratified to be a reliable presence in their lives.
Marcelo joined Bank of America in 2019 and has steadily taken on additional responsibilities. He began his career as a Relationship Manager, gaining a strong understanding of clients’ investment, credit, and banking needs. In 2021, he was promoted to his current role as Private Client Manager with the Private Bank. Previously, he worked in his family’s manufacturing business in Brazil.
Marcelo earned his undergraduate degree in industrial engineering from FAAP - Fundação Armando Alvares Penteado - in São Paulo, Brazil, where he graduated first in his class. He continued his education at Saint Paul Escola de Negócios, where he completed coursework in investment banking. He is fluent in Portuguese and Spanish.
Marcelo is a member of HOLA, the Hispanic/Latino Organization for Leadership & Advancement at Bank of America. In his free time, he plays in two area soccer leagues, loves to cook—particularly Italian food, and enjoys exploring destinations near and far.
*Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
- Fundacao Armando Alvares Penteado - FAAP
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
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.