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.
Paul Bartilucci is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in Greenwich, Connecticut. In this role, he is responsible for constructing, implementing, and overseeing client portfolios with a focus on client interaction and collaboration in order to help meet their short-term needs and long-term investment goals.
Paul has over 25 years of investment management experience. Before joining Bank of America, he spent 20 years with Bankers Trust Company/Deutsche Bank, as a Senior Investment Professional in their Private Bank Fiduciary Trust Company.
In between Paul's roles at Bankers Trust Company and Deutsche Bank, he spent 8 years at Citibank in their Tailored Portfolio Group. In this capacity Paul was responsible for the management of equity and balanced portfolios for the Private Bank's ultrahigh-net-worth clients. His client base was comprised of individual client portfolio, multi-generational trust portfolios, as well as in perpetuity not-for-profit organizations and family foundations. In addition, Paul was a member of the Tailored Portfolio Groups Equity Policy Committee, which was responsible for constructing the Tailored Group's U.S. Large Cap Core portfolio.
Paul earned a B.A. in economics from The College of the Holy Cross in Worcester, Massachusetts and an M.B.A. in finance and international business from New York University Stern School of Business.
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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.