Patrick Ryan
Patrick Ryan is a Senior Vice President and Portfolio Manager with Bank of America Private Bank in Melville, New York, serving the greater Tri-State area. Patrick works closely with an accomplished clientele, gaining a clear understanding of multiple facets of their wealth and designing customized investment strategies to pursue their objectives.
Patrick spends significant time with each client, discerning their priorities, risk tolerance, tax circumstances, and long-term intentions, integrating those parameters within his portfolio design. He brings a deep understanding of global equities, fixed income, and alternative investments, coupled with an ability to explain complex investment concepts in a relatable manner. Clients look to Patrick for his ability to synthesize market insights and anticipate trends to help them navigate economic shifts and mitigate risks. He is skilled in formulating tax-sensitive wealth transfer strategies for the rising generation, as well as ESG and sustainable investing strategies.
Patrick has more than 30 years of experience delivering investment advice for a sophisticated global clientele. Prior to joining Bank of America Private Bank, he was a Director and Client Portfolio Manager with Citi Private Bank. Earlier, he spent 26 years with Lazard Asset Management, where he was the Lead Portfolio Manager for the Lazard Global Equity Income Fund, a dividend-focused equity strategy.
A graduate of Columbia University, Patrick earned his Bachelor of Science in Industrial Engineering. He holds the Chartered Financial Analyst® (CFA®) designation and the Chartered Alternative Investment Analyst® (CAIA®) designation.
Patrick is a long-time resident of Rockville Centre, Long Island, where he raised his two sons. In his free time, he enjoys kayaking and hiking.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Impact investing and/or Environmental Social Governance (ESG) investing has certain risks based on the fact that ESG criteria excludes securities of certain issuers for nonfinancial reasons and therefore, investors may forgo some market opportunities and the universe of investments available will be smaller.
*Patrick does not provide tax advice in his role with Bank of America Private Bank
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
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.