Emily Fowler
Emily Fowler is an Assistant Vice President and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. She partners closely with individuals and families to design thoughtful investment strategies tailored to each client’s priorities, risk profile and long‑term vision. In her role, Emily is responsible for creating and maintaining personalized investment solutions incorporating asset allocation, tax minimization, retirement, multi-generational and philanthropic strategies. Her work reflects disciplined investment oversight grounded in research, careful analysis and proactive communication. Emily’s approach helps clients feel well‑informed and confident as they navigate key financial decisions and changing market conditions.
Emily began her career in the Private Bank as a Wealth Management Analyst where she gained comprehensive experience supporting clients across the full spectrum of wealth management needs. During this time, she built foundational expertise in banking and lending, trust and estate planning and portfolio management. She later advanced to the Investments team as a Portfolio Management Senior Associate, focusing on developing customized investment strategies and deepening client relationships.
Emily earned her B.B.A. in Finance from Southern Methodist University. As a CFA® charterholder, Emily holds one of the of the world’s most respected and recognized investment credentials. She also holds the CSRIC® designation.
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 families, 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 make your goals our priority. 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.