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Robert D Mc Greevey

Managing Director, Portfolio Manager

Professional Profile

Robert D. McGreevey is a Managing Director and Portfolio Manager at Bank of America Private Bank.  He works with clients to develop their strategic investment objectives and create a customized investment portfolio designed to deliver superior investment performance while striving to attain the client’s financial goals.

Prior to joining Bank of America Private Bank (formerly U.S. Trust) in May of 2000, Mr. McGreevey worked for ten years at Citibank investing equity and balanced portfolios for high net worth, trust, mutual fund, and institutional clients.  He has experience in asset allocation as a member of Citibank’s Investment Policy Committee and served as the head of the Equity Strategy Team.  Bob has been in the investment management business since 1984 with previous positions at National Westminster Bank USA and Bankers Trust.  Bob earned his B.A., magna cum laude, in Economics and Political Science from Duke University and his M.B.A. in Finance from New York University.

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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.