Marshall B McLean

Senior Vice President, Private Client Advisor

Institutional Client Advisor

Professional Profile

Marshall McLean is a Private Client Advisor with Bank of America Private Bank in New York City and New Jersey. Marshall serves an ultra-high-net-worth clientele that spans generations and the nation’s geography – business owners, corporate executives, and families who have accumulated and inherited significant wealth. He also assists non-profit organizations including private foundations and colleges.

Marshall has a background in law and complex tax issues, but does not provide tax, accounting or legal advice in his role. His areas of focus include succession planning, concentrated equity positions, and intergenerational wealth planning. Marshall also works closely with non-profit organizations and their investment committees as one of a select circle of advisors that holds the ICA (Institutional Client Advisor) title.

Before joining Bank of America, Marshall worked as a corporate transactional attorney*. In that role, he navigated critical transitions on behalf of business owners and their families, including mergers and acquisitions. He is experienced in multiple aspects of the corporate lifecycle, including the sale or transfer of multigenerational businesses, succession strategies, and wealth transfer initiatives. His previous firms include McCarter & English and Reed Smith.

Marshall earned his J.D. from Washington and Lee University School of Law where he was Lead Article Editor for the Journal of Civil Rights and Social Justice. He received his B.A. from Bowdoin College.

Marshall serves on several non-profit boards including the Greater Newark LifeCamp, the Newark Museum and the Newark Boys & Girls Club. Married with three children, Marshall resides in Bernardsville where he coaches boys and girls lacrosse, and youth hockey.

*Neither Bank of America Private Bank nor any of its affiliates or private client advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

EDUCATION

  • Bowdoin College
  • The Pingry School
  • Washington and Lee University School of Law

ORGANIZATIONS

  • Boys & Girls Club of Newark - Member of Board of Trustees
  • Greater Newark LifeCamp - Member of Board of Trustees
  • Newark Museum - Member of Board of Trustees

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Jane E Higgins

Senior Trust Officer

973.245.4343

Christopher M Mazzatta

Wealth Strategies Advisor

973.245.4309

Laura McGivern

Associate Wealth Strategies Advisor

201.614.6667

Deirdre E Hoebich

Wealth Strategies Advisor

212.852.3002

Lisa M Lyons

Portfolio Manager

212.852.3581

Laurie Torres-Tang

Private Client Manager

973.245.4368

Key Contacts

Linda Pangione

Private Bank Senior Associate

201.251.5414

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.