Joseph (Joe) McCourt is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in Waltham, Massachusetts. He has been a member of our Institutional Investments team since its inception in 2008. He has over 40 years of experience in the investment industry, with tenure as a trader, mutual-fund manager, as well as a finance executive. He taught portfolio theory classes for a number of years for both the Boston Security Analysts Society and the Massachusetts Council on Legal Education. He served on the board of the American Congregational Society, 14 Beacon Street, Boston, and spent a year as its Treasurer.
Joe holds a B.S. from Tufts University, and M.B.A. from the Boston University School of Business. He is a CFA® charterholder.
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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.