Sumeet Modgil

Senior Vice President, Portfolio Manager

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Professional Profile

Sumeet Modgil is a Senior Vice President and a Portfolio Manager at Bank of America Private Bank in Los Angeles, California. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management solutions across multiple asset classes.

Sumeet works with individuals and families helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall investment strategy, formulating and implementing potential solutions and conducting periodic reviews to help clients monitor progress toward reaching their objectives.

Prior to joining Bank of America Private Bank, Sumeet has 20+ years of experience as a structurer and trader of credit and fixed income products in the Markets divisions of global investment banks in London and Singapore. One of his recent roles included management of a multi-billion short term liquidity portfolio for a bank across multiple countries in APAC

Sumeet obtained a Post Graduate Program in Management (PGPM) degree from Indian Institute of Management (IIM) Ahmedabad  and an MBA from the London Business School with a specialization in Finance. He is also a CFA® Charterholder and is a member of the CFA® Society Los Angeles.


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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

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.

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.