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 J. Santo is a Managing Director and a Portfolio Manager at Bank of America Private Bank in New York, New York. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including investment planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi- generational strategies from risk-based approaches to banking and lending needs. Prior to joining Bank of America Private Bank (formerly U.S. Trust), he served as an Assistant Vice President at Prudential Equity Group in Equity Research Sales covering NY & NJ based Institutional, Mutual, and Hedge fund accounts.
Michael J. Santo obtained a BA with a major in economics from The College of the Holy Cross in Worcester, MA and an MBA in finance from Fordham University Graduate School of Business. Michael also graduated from the Delbarton School in Morristown, New Jersey.
Michael is a member of the Fordham Finance Society and an active member of Building Bridges Worldwide, a not-for-profit organization committed to helping disadvantaged communities both domestically and abroad through a network of volunteers. Michael is also an active member of the Army Ranger Lead the Way Fund.
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.