Mark Ambrose is a Senior Vice President and a Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Mark works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.
Prior to joining Bank of America Private Bank, Mark served as a Portfolio Manager at Comerica Wealth Management, adding to his experience and insights into the wealth management needs of high-net-worth individuals and families. Previously, he was a Regional Investment Manager with the Wells Fargo Private Bank. Before beginning his career in banking, Mark served as a tank officer in the U.S. Army, with tours in South Korea and at Fort Knox, Kentucky.
Mark obtained a Bachelor of Science from the United States Military Academy at West Point and a Master of Business Administration from Columbia Business School, as well as a Master of International Affairs from Columbia’s School of International and Public Affairs. Mark is a Chartered Financial Analyst® (CFA®) certificant and a member of the CFA® Society of Detroit.
Mark serves on the board of Homes for Autism.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
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.