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.
Mike Field is a Vice President and Portfolio Manager at Bank of America Private Bank in Cleveland, Ohio. In this role, he is responsible for understanding a client’s short- and long-term financial goals so that he can work in collaboration with the entire client coverage team to formulate and implement a customized investment strategy to assist a client in growing and preserving multi-generational wealth. He further supports clients by helping them to better understand and navigate the ever-changing economic and investment market environments. Mike provides additional guidance in the areas of asset allocation, tax-minimization and retirement, as well as risk-based approaches to banking and lending needs. Mike also meets with clients and conducts periodic reviews to help clients monitor their progress toward reaching their goals and offers alternative actions as appropriate.
Prior to joining Bank of America Private Bank in 2017, Mike served in the U.S. Army for 20 years. He earned his B.S. degree in finance, cum laude, from University of Maryland University College, and his masters in investment management and financial analysis from Creighton University.
Mike is a CFA® charterholder. He does not provide tax advice in his role at Bank of America Private Bank.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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.