Erin McEvoy
Erin (Hayes) McEvoy is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in Florham Park, New Jersey. Erin works with ultra-high net worth individuals and families to construct highly customized investment portfolios utilizing a broad range of wealth management services including financial planning and wealth strategy, Erin understands the unique needs of her clients, tailoring her approach to their risk tolerance, tax situation, family dynamics, wealth-transfer goals, diversification objectives and cash-flow requirements.
Erin assists clients with establishing goals and objectives and developing a comprehensive investment strategy. She takes the time to speak with clients about what they want to accomplish—personally, as well as financially—so that she can help them pursue their objectives. She supports clients in navigating through changing market environments and how that impacts their portfolio, providing guidance with asset allocation, tax-minimization strategies, retirement and multi-generational plans.
Prior to joining Bank of America Private Bank in 2024, Erin was a Director and Investment Counselor with Citi Private Bank where she provided families, family offices and foundations with individualized comprehensive investment strategies. Previously she held roles within Capital Market Sales and Structured Solutions at Citi Private Bank where she worked on customized derivative-based strategies in equities. Fixed income, foreign exchange and commodities
Erin earned her B.S. in Finance and Marketing from Boston College. She is a CFA® Charterholder awarded through the CFA® Institute. She and her husband, Mike, live in Chatham, New Jersey, where they are raising their two young daughters.
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In her role at Bank of America Private Bank, Erin does not provide tax advice.
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.