Marcus Adams

Senior Vice President, Portfolio Manager

Professional Profile

Marcus Adams is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including financial planning and wealth strategy.  This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth.   In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of global asset allocation, tax-minimization strategies, retirement, and goal-based strategies.

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.   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 Certified Investment Management Analyst® (CIMA®) certificant awarded by the Investments & Wealth Institute™ and a Chartered SRI Counselor™ (CSRIC™) certificant awarded by Kaplan Professional Education.

 

 

DISCLOSURES:

*Asset allocation does not ensure 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.

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.

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.