Michaela LaBrie
Michaela LaBrie is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. She develops and manages personalized investment strategies and provides a comprehensive approach to wealth management, including financial planning, asset allocation, tax-efficient strategies, retirement planning and multigenerational wealth solutions. Michaela works closely with clients to define objectives, design tailored strategies, implement solutions and conduct ongoing reviews to help them navigate changing markets and achieve long-term goals.
Before joining the Private Bank, Michaela worked at UBS Financial Services and held roles in Trust and Sales within the Private Bank.
She earned a B.S. in Economics from Fairfield University and a graduate certificate in Financial Planning from Bryant University. Michaela is a CERTIFIED FINANCIAL PLANNER® professional, a member of CFA® Society Boston, and the Financial Planning Association.
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.