Mark Romeo
Mark Romeo is a Senior Vice President and a Portfolio Manager at Bank of America Private Bank in Red Bank, New Jersey. 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.
Mark has been with Bank of America since 2013. He earned his Bachelor of Science in finance and international business from Monmouth University and his Master of Business Administration, with a concentration in finance, from Seton Hall University. Mark is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA® Society New York.
*CFA® and Chartered Financial Analyst® are registered trademarks 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 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.