Marc Broderick is a Managing Director and Private Client Advisor in the McLean, Virginia office of Bank of America Private Bank. As the leader of a Private Bank team, Marc oversees the development and delivery of detailed strategies to help clients manage complex wealth and pursue future financial goals. He serves a nationwide clientele that includes ultra-high-net-worth individuals and families, as well as family foundations and not-for-profit organizations.
Marc believes the broad capabilities and deep resources of the Private Bank, along with its team structure, are key drivers of client value. He taps team members’ skills and experience to tailor wealth management strategies to specific client objectives. For individuals and families, these may include strategies for investment management, preparing for liquidity events, philanthropy, and trust and estate planning services, as well as customized credit and lending solutions. He can also offer family office services and endowment management strategies for not-for-profit organizations. Marc is committed to a strong work ethic and expects the same from his team members.
Before he joined the Private Bank (formerly U.S. Trust) in 2013, Marc had 20 years of leadership experience in the not-for-profit community. He began his career in fundraising and foundation management for higher education institutions, including Emory University, George Washington University, Temple University, and George Mason University.
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.