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.
Senior Vice President, Portfolio Manager
Vincent Scorza is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Miami, Florida. He is responsible for designing, building and managing personalized investment strategies based on a thorough understanding of a client’s goals and objectives. He serves as his clients’ personal chief investment officer, providing tactical asset allocation, tax-minimization, market insights, and periodic updates on strategy and performance.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2018, Vincent was a Portfolio Manager at UBS. He began his career in New York with J.P. Morgan Private Bank, leaving as an Executive Director. He has worked with clients in the US, Europe and the Middle East and has over 20 years of experience investing in portfolios of traditional and alternative assets.
Vincent earned a bachelor’s degree in finance from The George Washington University and a financial planning certificate from the University of Miami. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Alternative Investment Analyst (CAIA®) designation.
He and his wife reside in Miami Beach with their three children. Active in their community, they enjoy supporting local arts organizations and serving in leadership positions with their church and the children’s school. As a volunteer, Vincent serves as a director of the Epsilon Housing Trust of Washington, D.C., and teaches financial literacy with Bank of America's Better Money Habits®.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
- The George Washington University
- The University of Miami
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.