Marshall McLean
Marshall McLean is a Managing Director with Bank of America Private Bank, serving as both a Private Client Advisor and an Institutional Client Advisor. He advises successful families, entrepreneurs, senior executives, family offices, and nonprofit institutions on the stewardship of significant wealth, including the opportunities and responsibilities that accompany it.
Marshall serves as a trusted advisor to families navigating liquidity events, business transitions, estate planning, philanthropy, and multigenerational wealth transfer. Working closely with specialists across Bank of America Private Bank, he delivers integrated advice across investment management, trust and estate planning, credit and liquidity strategies, risk management, and charitable giving. Clients value his thoughtful counsel, practical judgment, and ability to simplify complex financial and family decisions.
In his institutional practice, Marshall advises endowments, foundations, and other mission-driven organizations on investment strategy, governance, and fiduciary oversight. He partners with boards and investment committees to support their long-term objectives.
Before joining Bank of America Private Bank, Marshall practiced corporate law with McCarter & English LLP and Reed Smith LLP, advising clients on corporate transactions, governance matters, and strategic initiatives. He earned his Juris Doctor from Washington and Lee University School of Law, where he served as Lead Articles Editor of the Journal of Civil Rights and Social Justice, and received a Bachelor of Arts from Bowdoin College, where he captained the men’s lacrosse team.
Marshall is committed to expanding educational opportunity and youth development through community service. He serves on the Board of Directors of Greater Newark LifeCamp and the Western Golf Association, where he assists with East Coast candidate selection for the Evans Scholars Foundation. His prior civic service includes leadership roles with the Newark Museum of Art and the Newark Boys & Girls Club.
Outside of work, Marshall enjoys coaching youth hockey and lacrosse. He lives in New Jersey with his wife, Kim, and their three children.
Marshall does not provide legal, tax, or accounting advice in his role at Bank of America Private Bank.
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.