Gioia McCarthy is the San Francisco-North Bay Market Executive for Bank of America Private Bank. In this role, McCarthy is responsible for leading teams of Private Client Advisors and Private Client Managers who serve many types of clients, from families managing wealth across multiple generations to business owners, entrepreneurs and creators of first-generation wealth. Her teams provide personal, customized strategies and services to help high net-worth individuals and families preserve wealth, build legacies, transfer wealth to the next generation, and support important charitable causes.
McCarthy joined Bank of America/Merrill Edge Self Directed in 2011 and has over 32 years of leadership experience in the financial services industry in both Southern and Northern California. A passionate advocate for diversity and inclusion, she is an active ally for LGBT+ employees and is the executive sponsor for the San Francisco Bay Area chapter of the Hispanic/Latino Organization for Leadership and Advancement (HOLA) along with being the executive sponsor for the CA Women's Leadership Program, an employee network to connect and empower women leaders. Additionally, McCarthy is a board member of Jewish Vocational Service (JVS), United Way Board Chair and has been involved in a number of charitable organizations where she served on local boards and held leadership roles in community support campaigns.
McCarthy holds a B.S. in business administration/entrepreneurial finance from the University of Southern California.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.