Neil Nag, a 25 plus year financial services industry veteran, is a Managing Director and Senior Institutional Portfolio Manager within the Institutional Investments group at Bank of America Private Bank in Atlanta. In this role, he is responsible for the development and execution of clients’ investment objectives, which includes strategic asset allocation, tactical asset allocation, manager selection and portfolio construction. He focuses on both the short- and long -term needs of endowments, foundations, and pensions, drawing on the broader resources of the Chief Investment Office and Bank of America.
Prior to joining Bank of America he served in the investment offices for multi-US$ billion non-profit institutions such as Children’s Healthcare of Atlanta (Chief Investment Officer), YMCA Retirement Fund
(Senior Managing Director) and Memorial Sloan-Kettering Cancer Center (Director). Neil has significant direct investment experience across a variety of asset classes (both public and private) as an analyst, trader and structurer with institutional firms such as MetLife Investments, Wells Fargo Bank and Barclays Capital. Neil also has a passion for technology investing most recently with Moment Ventures.
From the University of Pennsylvania, Neil earned dual bachelor's degrees in Systems Engineering (B.A.S.) and Economics (B.A) and an M.B.A. in Finance from the Wharton School.
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.