Joshua Fredley
Joshua Fredley is an Assistant Vice President and Portfolio Manager with Bank of America Private Bank in Rochester, New York. Josh works closely with an accomplished clientele, delivering customized investment management solutions tailored to their complex financial needs and goals. With a deep understanding of market dynamics and a commitment to excellence, Josh helps clients navigate today’s evolving investment landscape while focusing on long-term wealth preservation and growth.
Bringing years of experience working with high-net-worth individuals and families in the financial services and philanthropic industries, Josh works closely with clients and their advisors to develop strategic asset allocation plans, implement tailored portfolios, and proactively manage risk while working to achieve client goals. His expertise spans equity and fixed-income strategies, alternative investments, and multi-asset class portfolio construction.
Josh joined Bank of America Private Bank in 2021 after roles at Morgan Stanley, University of Rochester, and Brown University. Today, he collaborates with a multidisciplinary team of specialists across investment management, trust and estate planning services, banking, and philanthropy to provide comprehensive wealth planning and management.
Josh holds a Bachelor of Science in Communication from Cornell University and an MBA from the University of Rhode Island. He is an active community volunteer, focusing his time with local youth enrichment organizations, and enjoys traveling with his family.
*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.
*Asset allocation does not ensure a profit or protect against loss in a declining market.
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.