Michael J. Crowley is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment solutions utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.
Previously, Mike was a senior portfolio manager with Merrill Lynch Investment Managers.
Prior to joining Bank of America, Mike was head of the Trust Investment Department of First National Bank in Palm Beach and a portfolio manager with First Union in Boca Raton.
Mike earned his M.B.A. in Finance from Florida Atlantic University. He holds the Chartered Financial Analyst® (CFA®) designation. He was the past-President of CFA® Society of South Florida.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
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.