Mark R Hathaway

Managing Director, Portfolio Manager

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Professional Profile

Mark Hathaway is a Managing Director and Institutional Portfolio Manager within the Institutional Investments Group at Bank of America Private Bank. In this role, he is responsible for developing and executing the investment approaches that may best assist clients meet short and long-term goals by understanding the endowments, foundations, charitable trusts and pension plans needs and helping get clarity about the financial implications of clients missions and the areas of focus for investment strategies. This includes the planning and managing of customized solutions by leveraging Bank of America Private Bank broad range of investment management services and Bank of America affiliates; by identifying opportunities that may shape portfolios and long-term investments through our consulting and advisory services; by providing guidance to allocate assets to help meet unique objectives; and by researching market ideas and building investment portfolios by navigating in today’s evolving markets.

Prior to joining Bank of America, Mark was a member of the Multi Asset US portfolio management team with Allianz Global Investors. He was responsible for articulating the philosophy and process of Allianz Global Investors multi-asset portfolios and provided insights to the advisor and consultant community on the impact of market conditions on portfolio decisions. Mark developed many of the firm’s proprietary analytical tools. He has over 25 years of investment-industry experience and has been a frequent speaker at investment conferences and seminars. Preceding Allianz, Mark was a director and client-relationship manager at Commonfund, where he was responsible for over 60 relationships with endowments and foundations. Prior to Commonfund , he spent 10 years at Neuberger Berman, in institutional client servicing and as a senior performance analyst.

Mark received his B.A. from Syracuse University. He is a Chartered Financial Analyst® (CFA®) charterholder.


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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.