John Lori is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in New York, New York. In this role, John is responsible for investment guidance and managing customized investment portfolios for high-net-worth individuals, families and foundations in support of their overall wealth management goals and objectives.
Prior to rejoining the Private Bank in 2008, John was a managing member of JDL Partners, an investment partnership focused on value investing. From 1997 to 2004, John was a managing director and senior portfolio manager at Bank of America Private Bank (formerly U.S. Trust). He started his career in 1993 at Brown Brothers Harriman & Co., where he was an equity analyst and portfolio manager.
John earned his B.A. from the University of Michigan and his M.B.A. from New York University. He is a CFA® charterholder and is a member of the New York Society of Security Analysts (NYSSA).
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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.