Michael Kenneth Di Muccio is a Managing Director and Private Client Advisor with Bank of America Private Bank in Boston, Massachusetts. He works closely with high- and ultra-high-net worth individuals, families, and non-profit organizations throughout New England, helping them to define and pursue the wealth management goals they find most meaningful. Michael believes relationships with clients should begin with insightful questions and careful listening to discern the financial outcomes they desire for their families, businesses and charitable interests. He channels the extensive resources and intellectual capital available through the Private Bank to help clients weigh options and make informed decisions about their financial lives.Michael has significant experience advising business owners, entrepreneurs, senior corporate executives, non-profit organizations, and their boards on a broad range of financial issues. He assembles an experienced team to align with individual wealth management concerns and interests. Then, he orchestrates efforts across the entire team to address the many facets of complex wealth, including investment management, concentrated and restricted stock management, trust and estate planning services, strategies for charitable giving, customized lending, business succession and family wealth education.Michael began his financial services career at Citibank. He joined Bank of America Corporation in 2005 and has been with the Private Bank (formerly U.S. Trust) since 2006. Michael is CERTIFIED FINANCIAL PLANNER® professional and has completed the Bank of America Private Bank Investment Management Growth Learning program at the Wharton School of the University of Pennsylvania.A graduate of Boston University, Michael holds a B.S. degree in business administration with a concentration in finance. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER® in the U.S.
CAIA®, CFA®, CSRIC®