Michelle Harvey

Senior Vice President, Portfolio Manager

Professional Profile

Michelle Harvey is a Senior Vice President and a Senior Portfolio Manager at Bank of America Private Bank. In this role, she is responsible for creating and maintaining customized investment strategies while utilizing a broad range of wealth management resources in client’s portfolios. Once a customized allocation is agreed upon, her focus is on portfolio implementation, investment due diligence and research and portfolio allocation adherence. Michelle conducts periodic reviews to help clients monitor progress towards reaching the established goals and strategies. In addition, she supports clients in navigating the changing market environments to provide guidance in the areas of asset allocation and investment education.

Prior to joining Bank of America Private Bank, Michelle served as Senior Portfolio Manager at Union Bank where she provided wealth management advice to high net worth families, non-profits and charities. She began her fiduciary career in 2004 with Wells Fargo’s Private Bank. In conjunction with her duties as a Portfolio Manager at Wells Fargo, she also worked as an Equity Research Analyst providing research updates and analysis for the proprietary large cap equity teams. 

Michelle Harvey obtained a Bachelor of Science in Business with an emphasis in Finance and Business Management from Montana State University - Bozeman.

Michelle co-chairs the Philanthropy committee for Bank of America's L.E.A.D. for Women group. L.E.A.D. stands for Leadership, Education, Advocacy and Development and supports the advancement of the Bank’s employees through coordinated networking and volunteer events.  Michelle is also active within her community. She is a long-standing Girl Scout Leader and volunteers regularly at her children’s schools.

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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.