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.
Matthew Leahy is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in New York City. Matt believes he has one of the best jobs in the world because his primary focus is to help high-net-worth individuals and families with a multi-asset class portfolio to pursue their vision for the future.
In a forever changing world and through significant life cycle events, Matt has been unwavering in his commitment to keep things simple for clients, helping them navigate the decision making process and staying true to their investment strategy. As a leader and mentor to an internal team of equally accomplished portfolio managers, Matt can draw on their specialized knowledge and different perspectives to assist with shaping your strategy to advance your goals, provide for your cash flow needs and preserve your wealth for future generations.
With nearly three decades of financial services experience, Matt has worked with clients over their full investment lifecycle, evolving his investment approach to align with their changing needs. Matt is an advocate for Bank of America’s Financial Empowerment initiative, which prepares multiple generations to become effective stewards of family wealth. He believes that by personally explaining financial strategies to client’s children and grandchildren, they can build an awareness of how their family’s portfolio may be aligned with their future needs and goals in mind.
Matt was hired by Bank of America Private Bank in 2003 from Morgan Stanley, where he held various investment positions during his five-year tenure. He earned his Bachelor of Science degree from Towson State University in Maryland. Matt lives in New City, New York, where he enjoys spending time with his two daughters. A former collegiate athlete, Matt continues to work out and manages to play a round or two of golf in his spare time.
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
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.