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.
Professional Profile
Mark Wieland is a Managing Director and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. He is responsible for creating and maintaining personalized investment strategies by 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 for asset allocation, tax-minimization, retirement and multi-generational strategies from risk-based approaches to banking and lending needs.
Prior to joining the Private Bank, Mark worked at State Street's Private Asset Management Group as a portfolio manager. Prior to that, Mark was the director of finance and manager of strategic analysis at Roll International in California and a corporate banker for the Bank of Montreal.
Mark earned his B.A. degree in business economics from the University of California, Santa Barbara and his M.B.A. from the University of Southern California. He is a CFA® charterholder and holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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
FEATURED ARTICLES
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.
