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 J. Proscia is a Vice President and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. In this role, he is responsible for creating and maintaining personalized investment strategies and 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 in the areas of asset allocation, tax-minimization planning, retirement and multi-generational strategies from risk-based approaches to banking and lending needs.
Prior to joining Bank of America Private Bank, Paul worked in finance at Bank of America supporting Bank of America Private Bank. His previous roles include risk reporting and analytics at Citigroup and equity research at State Street Research & Management, where he started his career in Shareholder Services.
Paul earned his B.S. degree in marketing from Boston College. He is a CFA® charterholder and earned the right to use the Certificate in Investment Performance Measurement™ designation. Paul is a member of CFA Institute and CFA Society Boston, Inc.
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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.