James M. Frawley is a Managing Director and Portfolio Manager with Bank of America Private Bank in New York City, New York. In this role, he is responsible for creating and maintaining personalized investment strategies and advising on a broad range of wealth management services including trust administration, estate planning services, financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, James supports clients in navigating through virtually every market environment to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies from risk-based planning strategies to banking and lending needs.
James began his career with Bank of America Private Bank (formerly U.S. Trust) in 2008 as an analyst on a portfolio management team and has been a part of the investment management group since joining.
James earned a B.A. from Trinity College, graduating with Honors and his M.B.A. in finance and international business from the New York University Stern School of Business.
James lives in Westchester County, NY with his wife and children.
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 familieis, 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 priotity. 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.