Mosi Li

Senior Vice President, Portfolio Manager

Professional Profile

Mosi Li is a Senior Vice President and Portfolio Manager at Bank of America Private Bank. In this role, she is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services. 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 goals and strategies set forth. She supports clients in navigating through changing market environments to provide guidance in strategic/tactical asset allocation, risk management, tax minimization strategies, retirement, wealth structuring, and multi-generational strategies.

Mosi started her career at Credit Suisse Group AG, a Swiss multinational investment bank. She then joined Merrill Private Wealth Management as a Portfolio Manager for high net worth individuals and families. Throughout her career, Mosi has worked in Hong Kong, Tokyo, New York, and Los Angeles.

Mosi earned her Bachelor’s degree in Economics and East Asian Studies (Japan Studies) from Yale University. In addition, Mosi holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Society of Los Angeles.

Mosi speaks Mandarin fluently, in addition to Japanese and English.

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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.