Mark Fitzgerald

Managing Director - US Trust, Private Client Advisor

Professional Profile

Mark Fitzgerald is a Managing Director, Private Client Advisor, and Institutional Client Advisor with Bank of America focused on partnering with institutional and nonprofit clients.  Mark leads the design, development, and implementation of tailored strategies for educational endowments, foundations, health care, faith-based and other charitable organizations. With over 17 years of industry experience, Mark’s areas of expertise include nonprofit investment management, financial services, governance, trustee & staff education, endowment development strategies and strategic oversight of fiduciary organizational roles. Mark coordinates Bank of America’s outreach to its institutional and nonprofit clientele, helping these entities advance their underlying missions through integrated investment management and financial oversight, investment policy, fiduciary services, administration, governance and leadership development. He aligns investment and philanthropic services with the unique needs of a variety of diverse missioned nonprofit entities.

Prior to joining Bank of America in 2019, Mark served as a Managing Director with Commonfund, where he worked for more than 14 years partnering with nonprofits.  Prior to joining Commonfund, Mark was with UBS in the Exchange Traded Derivatives group.  He has a B.S. in Engineering from Widener University and an M.B.A. in Finance from Fairfield University.  Mark is a member of the Stamford CFA Society, the CFA Institute.

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.