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.
Massimo Bufalini is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York, New York. Massimo provides leadership, coordination, and advice to high-net-worth and ultra-high-net-worth clients, helping them deploy their wealth more purposefully and strategically. He offers the knowledge he has gained from more than two decades serving an accomplished clientele, supporting the arc of their ambitions with conscientiousness and resolve.
Massimo has particular depth advising hedge fund, private equity, and venture capital principals, as well as asset-management founders, technology entrepreneurs, medical professionals, and family offices. He appreciates the distinctive characteristics of each relationship, catering to that singularity through a highly tailored approach. An experienced team leader, Massimo connects clients to the in-depth guidance of dedicated specialists, facilitating robust engagement with client priorities, enterprise wide. He serves as a steady and reliable presence in clients’ lives, developing deep relationships that often develop into lasting friendships.
Prior to joining the Private Bank, Massimo was a Managing Director with Outset Global Trading, where he consulted to hedge funds, asset managers, and family offices about their trading and execution needs. Previously, he was a Director with Citigroup Global Markets, where he focused on the needs of institutional investors. Earlier in his career, Massimo was a Director of Institutional Equity Sales with Bank of America. He began his financial services career in 2000 after earning his M.B.A. in finance & management from the Stern School of Business at NYU. He also holds a B.A. in international relations from Tufts University and is fluent in Italian.
Massimo and his wife Diana have two young daughters. Outside the office, Massimo has served as a Trustee for the Dobbs Ferry School District Board of Education. In his free time, he enjoys cycling and cooking.
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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.