Jonathan Murrell is a Senior Vice President and a Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Jonathan works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives. Prior to joining Bank of America Private Bank, he served as a Fixed Income Strategist at PIMCO helping give him experience and insight into the wealth management needs of high net worth individuals and families. Previously, he was a Fixed Income Portfolio Manager with Wells Fargo. Jonathan Murrell obtained a Master of Business Administration (MBA) from the Tuck School of Business at Dartmouth where he was a Toigo Fellow. He earned a Bachelor of Science in Business Administration from Florida A&M University where he graduated Summa Cum Laude.
Outside of family and work, Jonathan enjoys tennis, travel and public speaking. He is the Treasurer for Renewal Church in Rockville, Maryland.
Jonathan and his wife Sylvie have three young children and live in Howard County, Maryland.
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.