Arnaud Mulliez is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. In this role, he is responsible for creating and maintaining personalized investment strategies, incorporating asset allocation, tax minimization, retirement and multi-generational strategies. This includes assisting clients with establishing their goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions and conducting periodic reviews to help clients monitor progress towards reaching the initial goals and strategies set forth.
Prior to joining the Private Bank, he was a stockbroker for Societe Generale in Paris, France.
Arnaud received his Business School degree from Ecole Superieure de Commerce d’Amiens-Picardie. He is a CFA® charterholder and a member of the CFA® Society Boston, Inc.
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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.