At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Steven Stein is a Managing Director and Portfolio Manager with Bank of America Private Bank in Chicago, Illinois. Steve works closely with multi-generational families, helping them manage their assets in keeping with their distinctive objectives, priorities, risk tolerance, and time horizons. He enjoys long-term relationships with the families he serves, becoming an integral member of their inner circle of advisors. He offers the focused attention and immediacy of a boutique environment, bolstered by the extensive investment capabilities and research offerings of Bank of America.
Steve points to customization as the fundamental characteristic of his work. He designs each client’s investment program to reflect his or her unique circumstances, tax situation, liquidity requirements, and investment preferences.* He also stays closely attuned to a client’s changing needs, interests, and intentions, refining his or her investment program in light of dynamic market conditions. A proponent of ongoing communication, Steve looks to meet regularly with clients to help them assess their progress toward long-term goals. He also collaborates closely with other specialists within the Private Bank, helping clients uncover possible efficiencies across multiple areas of their wealth. His decades of experience in the capital markets have provided Steve with a seasoned perspective and an even-handed approach to navigating diverse market environments.
Steve has served as a Portfolio Manager with Bank of America Private Bank (formerly U.S. Trust) for more than 25 years. Previously, he spent six years with an investment advisory firm that managed assets for bank trust departments. He earned his B.S. in economics and finance from the University of Wisconsin, Madison, and his M.B.A. from Loyola University in Chicago. He is a longstanding member of the Chicago Investment Analyst Society.
Steve and his wife Bonnie have three daughters.
* In his role at Bank of America Private Bank, Steve does not provide tax advice.
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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 for future growth, our commitment is to make your goals our priority.