Adrian Bilali
Adrian Bilali is a Portfolio Manager with Bank of America Private Bank in Philadelphia, Pennsylvania. Adrian takes pride in personalizing portfolios for individuals and families, helping to ensure each strategy is centered around their financial goals, objectives, and unique values. Adrian’s guiding purpose is to keep clients on track to reach their financial goals and to empower them along the way. This begins with developing a deep understanding on what is most important to them, their families and their businesses.
From working with many satisfied clients, Adrian has seen the value of consistent communication and transparency. He is committed to keeping clients well-informed about their investments, helping to ensure they understand the decisions being made on their behalf. His thoughtful and intentional approach to portfolio personalization is designed to instill confidence and help clients remain comfortable with their investment strategy, particularly during periods of market volatility.
Leveraging the advanced planning tools available through Bank of America, Adrian has the capability to illustrate how different risk levels may impact progress toward clients’ goals and potential long-term outcomes. Adrian prioritizes the importance of making clients aware of portfolio allocations that take the least amount of risk while achieving their goals.
Adrian draws on the award-winning research and thought leadership of Bank of America to build his best, forward-thinking ideas into every portfolio he manages. After a portfolio is constructed, Adrian takes a proactive role by encouraging clients to revisit their goals and challenges them to consider new goals. Longer-term, as the macroeconomic environment changes, Adrian works to ensure portfolios evolve to meet new opportunities and reflect new client goals.
Adrian began working in the wealth management industry more than 20 years ago. Prior to joining Bank of America Private Bank in 2022, Adrian served at Merrill as a Wealth Management Specialist. His career started in 2005 at HSBC Securities in New York City, where he held his General Securities Principal and Sales Supervisory Licenses. He earned his degree from Rutgers College and Rutgers Business School (undergraduate), majoring in Finance and minoring in Statistics. Adrian holds the CFP® certification and APMA™ designation.
Outside of work, Adrian is passionate about volunteering in his community, reading about health and nutrition, and spending time on the weekends at Penn Park practicing soccer with his wife and their two children.
Extel, formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel’s 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Rankings and recognition from Extel are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.