Meghan Martin

Vice President, Portfolio Manager

Professional Profile

Meghan Martin is a Vice President and Portfolio Manager at Bank of America Private
Bank. Meghan works to create and manage personalized investment solutions for
ultra-high-net-worth individuals by utilizing a broad range of investment solutions. In
this role, she is responsible for helping develop investment strategies, assisting clients in
establishing goals and objectives, implementing and monitoring solutions,
conducting periodic reviews and helping manage clients' progress towards reaching their goals.

Meghan has been a member of the investment community since joining the Private
Bank in 2017.

She is a member of the Inter-Generational Employee Network at Bank of America and an active member in the New York Chapter of 100 Women in Finance.

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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


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.