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, ensuring 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, ensuring 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 and APMA designations.

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.