Michael Stein is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Baltimore, Maryland. Michael works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client's primary goals and needs, Michael and his team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. He leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending and philanthropy.
Michael has worked in the financial services industry for over 25 years. Prior to joining Bank of America Private Bank in 2023 he served as a Senior Vice President for PNC’s Private Client Group, helping to give him experience and insight into the wealth management needs of high-net-worth individuals and families. Michael also served as the Head of Personal Investors at T. Rowe Price in Baltimore, Maryland.
Michael obtained a B.S. degree in Finance from the University of Maryland, College Park and an MBA degree in Business Management from the University of Baltimore. Michael also holds the CRPC® designation.
Michael is an active member of The Associated and both The University of Maryland Alumni Club and Terrapin Club.
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.