Justin Lone, CFA, is a Portfolio Manager and Senior Vice President within Bank of America Private Bank. With over 22 years of investment experience, Justin is responsible for the implementation and ongoing oversight of client portfolios, which includes asset allocation selection, as well as security and manager selection.
Justin joined LaSalle Bank in Chicago in May, 2004, which became part of Bank of America in October, 2007. He previously worked for Edward Jones where he was a corporate bond trader at the firm's international headquarters in St. Louis. Justin managed a corporate bond portfolio for the firm and worked with Financial Advisors to structure bond portfolios for their clients.
Justin holds a B.S. in Finance from the University of Missouri - Columbia and an MBA from DePaul University with an emphasis in Financial Analysis. He is a Chartered Financial Analyst® Charterholder and a member of the CFA® Society of Hartford. Justin is active with the Old Saybrook Soccer Club and Little League. Justin resides in Old Saybrook with his wife and two boys.
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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 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.