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 Pucci is a Managing Director and Portfolio Manager at Bank of America Private Bank in Upper New England. He is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance for asset allocation, tax-minimization, retirement and multi-generational strategies from risk-based approaches to banking and lending needs.
Prior to joining the Private Bank, Mike worked with high-net-worth families at State Street Global Advisors (SSGA) in their private asset management division. Before that he served in SSGA’s defined contribution area managing that group’s institutional client service efforts to 401(k) plan sponsors.
Mike earned his B.A. degree from College of the Holy Cross and his M.B.A. from Boston University. He is also a graduate of the American Bankers Association’s National Trust School at Northwestern University. Mike is a CFA® charterholder and is a member of the CFA® Society Boston.
*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.