Michael Valentini

Senior Vice President, Portfolio Manager

Professional Profile

Michael Valentini is a Vice President and Portfolio Manager with Bank of America Private Bank in San Diego, California. In this role, he focuses on providing holistic, goals-based investment advice to clients and is responsible for creating and maintaining personalized investment strategies. All across a broad spectrum of public and private investments, including equities, fixed income, real estate, and alternative investments. Michael believes that each relationship begins with listening to the client’s priorities and discussing their goals and objectives. He is responsible for constructing an appropriate overall strategy that is tailored for the client based upon their time horizon and tolerance for risk, documenting the plan in an Investment Policy Statement and thoughtfully implementing the proposed solutions to help accomplish the client’s goals. In addition, he assists clients in navigating through changing market environments and provides guidance in the areas of tactical asset allocation, asset location and tax-minimization strategies.

Michael has been a Portfolio Manager with Bank of America (formerly U.S. Trust) since 2015. Prior to joining Bank of America, he worked for a local Registered Investment Advisor with offices in San Diego and Scottsdale.

He holds a Bachelor’s in Business Administration with an emphasis in Finance from San Diego State University.



*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

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.

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.