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Mike Lawhead

Vice President, Portfolio Manager

Professional Profile

Mike Lawhead is a Vice President and Portfolio Manager at Bank of America Private Bank in New York City. In this role, he is responsible for creating and maintaining customized investment strategies by utilizing a broad range of wealth management services for individuals and nonprofit organizations. This includes assisting clients with establishing goals and objectives, developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their 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.

Previously, Mike worked as an institutional advisor at Tradition Energy where he assisted commercial clients in managing exposure to global electricity and natural gas prices and also advised clients on strategies to improve upon sustainability initiatives within their energy procurement portfolio.

Mike earned his B.A. in Finance from St. Bonaventure University and currently serves on the School of Business advisory board at St Bonaventure. Mike also serves as a Board Member for America Scores NY which provides athletic and academic programming for youth in New York City.

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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.