John E. Bolton is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in Princeton, New Jersey. He works closely with high-net-worth individuals and families to tailor a multi-asset class portfolio to help meet their financial goals and objectives, while considering their cash flow needs and investment preferences.
John has learned from satisfied clients the importance of keeping them informed about their investments. Therefore, he believes one of his primary functions is to help you understand the connection between what you want to accomplish with your wealth and your investment strategies. John makes it a point to explain your asset allocation with you, as well as the tax-minimization strategies and multi-generational strategies employed on your behalf.
To offer you the best thinking and ideas, John relies on a team of equally talented and accomplished assistants and specialists. Along with John, they strive to be proactive in managing your portfolio, helping insulate your lifestyle from volatility and surprises, while pursuing the intentions you established for your wealth.
John believes in communicating with you as much as needed to help filter the mainstream financial “noise” that might cause confusion and leave you feeling vulnerable. He can offer perspective and discipline, helping you avoid the pitfalls of emotional investment decisions.
John has been with Bank of America and the Private Bank for more than three decades. He has been a co-manager of the CIO Dividend Equity Strategy and its predecessor guidance portfolios since 2009. John earned his Bachelor’s degree in management from the University of South Carolina and his MBA from Monmouth University in New Jersey. John and his wife reside in Hillsborough, New Jersey.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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 making 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.