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.
Marcus Adams is a Managing Director and Market Investment Executive at Bank of America Private Bank in Philadelphia, Pennsylvania. In this role, he is responsible for leading a team of investment professionals who provide world class tailored investment advice in Pennsylvania and Delaware. He helps deliver an exceptional client investment experience and ensures all risk controls are met to ensure responsible growth at the firm.*
Adams has more than 20 years investment experience in the financial services industry. Most recently he served as a senior portfolio manager serving the needs of high-net worth families, business owners, and endowments and foundations. Adams is also part of Bank of America’s Diversity and Inclusion Recruitment & Retention Committee.
Prior to joining Bank of America Private Bank, he served as senior investment strategist at Wells Fargo Private Bank helping give him experience and insight into the wealth management needs of high net worth families, business owners, endowments and foundations. And previously, he was a senior portfolio officer with Bank of N.Y. Mellon.
Marcus Adams obtained a Masters of Business Administration in finance from The McDonough School at Georgetown University, a Masters of Science in management from Kettering University, and a Bachelor of Science in industrial & systems engineering from The University of Southern California. Marcus is a CIMA® professional, focusing on investment management consulting and has also earned the Chartered SRI Counselor™ designation, awarded by The College for Financial Planning Institutes Corp.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
*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.
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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.