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.
Michael Simeone is a Vice President and a Portfolio Manager at Bank of America Private Bank in Hartford, Connecticut. In this role, he is responsible for creating and maintaining personalized investment strategies and utilizing a broad range of wealth management services.
Michael works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.
Prior to joining Bank of America Private Bank, Michael served as an Assistant Vice President, Senior Wealth Client Performance Analytics Consultant at Wells Fargo Advisors. Michael worked on portfolio construction and wealth planning, helping give him experience and insight into the wealth management needs of high net worth individuals and families. Previously, he served as a Senior Wealth Strategy Associate with UBS Financial Services working with clients in all aspects of wealth management. Additionally, Michael worked as an Equity Trader for Flying Fish Holdings where he was responsible for trading firm capital, equity research and developing short-term trading strategies.
Michael obtained a B.S. in finance attending the Mario J. Gabelli School of Business at Roger Williams University and a M.S. in Business Analytics from Quinnipiac University. Michael is a CERTIFIED FINANCIAL PLANNER™ professional. Michael is also a holder of and has the right to use the Chartered Market Technician® designation.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.
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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.