Peter C Barcia

Managing Director, Portfolio Manager

Professional Profile

Peter Barcia is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment solutions and advising on a broad range of wealth management services including trust administration, estate planning service, financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulate and implement potential solutions and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, Peter supports clients in navigating through virtually every market environment to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies from risk based planning strategies to banking and lending needs.

Prior to joining Bank of America Private Bank, Peter managed customized portfolios for ultra high net worth individuals and families at Abbot Downing/Wells Fargo and Citi Private Bank. After starting his career at Deloitte and Touche, Peter managed institutional fixed income portfolios at Bankers Trust Company and private equity realizations for Bessemer Venture Partners.

He has over 34 years of investment and risk management experience.

Peter earned both his Bachelor’s degree and M.B.A. from Hofstra University. He is a Certified Public Accountant.

*Peter does not provide tax or accounting advice in his role at Bank of America Private Bank.

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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.

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.