Vincent Scorza is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Denver, Colorado. He is responsible for designing, building and managing personalized investment strategies based on a thorough understanding of a client’s goals and objectives. He serves as his clients’ personal chief investment officer, providing tactical asset allocation, tax-minimization, market insights, and periodic updates on strategy and performance.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2018, Vincent was a Portfolio Manager at UBS. He began his career in New York with J.P. Morgan Private Bank, leaving as an Executive Director. He has worked with clients in the US, Europe and the Middle East and has over 25 years of experience investing in portfolios of traditional and alternative assets.
Vincent earned a bachelor’s degree in finance from The George Washington University and a financial planning certificate from the University of Miami. He is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the Chartered SRI Counselor™ and Chartered Alternative Investment AnalystSM (CAIA®) designations.
He and his wife reside in Lafayette with their three children. Active in their community, they support local arts organizations and serve in leadership positions with their church and the children’s school. As a volunteer, Vincent serves as a director of the Epsilon Housing Trust of Washington, D.C., and teaches financial literacy with Bank of America's Better Money Habits®.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment AnalystSM Association.
*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.
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.