Julien Wolfe is a Vice President and Portfolio Manager at Bank of America Private Bank in New York City. He works with wealthy individuals and their families, as well as trusts and foundations, to construct and manage investment portfolios that support their distinct wealth management objectives. Julien helps clients build diverse portfolios that include traditional asset classes such as equity and fixed income, as well as alternative investments such as real estate, hedge funds, and private equity.

Julien’s approach to portfolio management centers on educating clients about complex investments, with a focus on explaining the potential benefits of including alternative investments in a diversified portfolio. He wants clients to have a clear understanding of the investments they hold and their purpose. Throughout the relationship, he conducts periodic reviews with clients to assist them in monitoring progress and rebalance their portfolios as goals and economic conditions evolve.

Prior to joining the Private Bank in 2020, Julien was a Financial Advisor at Merrill Lynch Wealth Management in Garden City, New York. He earned Bachelor of Business Administration and Masters of Business Administration degrees at Adelphi University, with a concentration in Finance. He holds the Chartered Alternative Investment Analyst® (CAIA®) designation.

Julien volunteers with the New York Guard. He currently serves as a Second Lieutenant and leads a platoon of 46 service members.

_{Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity and your tolerance for risk. Alternative Investments are speculative and involve a high degree of risk.}