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.
Senior Vice President, Portfolio Manager
Paul Musarra, CAIA®, is a Senior Vice President and Institutional Portfolio Manager based in Providence, Rhode Island, within the Institutional Investments group at Bank of America Private Bank. In this role, he is responsible for developing and executing the investment approach that may best assist clients’ short and long-term goals on behalf of Institutional Clients with a primary focus on Defined Benefit plans. This includes the planning and managing of customized strategies by leveraging the Private Bank’s broad range of investment management services and Bank of America affiliates; identifying opportunities that shape portfolios and long-term investments through consulting and advisory services; by providing guidance to allocate assets to help meet unique objectives; and, by researching market ideas and building investment portfolios by navigating in today’s evolving markets.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2006, Paul worked at The Boston Company Asset Management, LLC, as a Portfolio Assistant. He was responsible for providing investment commentary and performance measurement on behalf of his Institutional Clients.
Paul graduated from Miami University with a finance degree. He is also a CFA® charterholder. Paul is Past President of the Providence CFA Society. He is a current board member for the Diocese of Providence and advisory board member for the Catholic Foundation of Rhode Island.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
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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.