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.
Michal Vagman is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in New York, New York. As a Portfolio Manager, she is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services, including financial planning and wealth strategy. This includes assisting clients with establishing their financial goals and objectives and developing an appropriate investment strategy. Throughout this process, she supports clients in navigating through changing market environments to provide traditional advice and guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies -- from risk-based planning strategies to banking and lending needs. Once a plan has been selected and implemented, Michal works closely with clients to monitor the appropriateness of their investments and evaluates their progress toward reaching the initial goals and objectives set forth.
Prior to joining Bank of America, Michal worked as a Portfolio Manager and Quantitative Fixed Income Strategist, specializing in Emerging Markets, at AIG Investments in New York, New York.
Michal earned her LL.B and B.A. in economics from Tel-Aviv University in Israel, and her M.B.A from the Massachusetts Institute of Technology in Cambridge, Massachusetts.
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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.