Roderick Machado

Vice President, Portfolio Manager

Professional Profile

Roderick Machado is a Vice President and Portfolio Manager at Bank of America Private Bank in Providence, Rhode Island. In this role, he is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including financial planning and wealth management for individuals and families. This includes assisting clients with establishing goals and objectives, developing an appropriate approach to help meet those goals, formulating and implementing investment plans, and conducting periodic reviews to help clients monitor their progress in achieving their short- and long-term goals. In addition, he supports clients in navigating through changing market environments while providing guidance in the areas of asset allocation and diversification, tax-minimization,  retirement, and multi-generational planning as well as assisting clients with banking and lending needs. He is frequently called on to offer his insights and experience with sustainable and impact investing. 

Prior to joining the Private Bank in 2018, Roderick had six years of experience as an investment analyst at an independent investment management firm. He graduated from University of Rhode Island with a B.A. degree in economics. In addition, Roderick earned the Chartered SRI Counselor™ designation.

Giving back to the community is important to Roderick. He previously served on the board of the Rhode Island Yacht Club and often volunteers for local organizations through Bank of America. Roderick is active with Millennial Rhode Island, a network that encourages young professionals to live, work and start businesses in the state. He is also a member of iGen, Bank of America’s intergenerational employee network. Roderick has a young daughter; he enjoys sailing and coaching soccer.

*Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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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.