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.
Wayne J Fitzgerald
Senior Vice President, Portfolio Manager
Wayne Fitzgerald is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. In this role, he is responsible for creating and maintaining personalized investment approaches and a broad range of wealth management services and financial planning based upon each client's risk tolerance, time horizon, liquidity needs and overall investment goals. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall approach, formulating and implementing customized strategies and conducting periodic reviews to help clients monitor progress toward reaching the initial goals set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement and multi-generational issues, from risk-based strategies to banking and lending needs.
Wayne began his career at Lehman Brothers in Municipal Sales and then at Fidelity Investments where he traded fixed income. He joined Bank of America in 1999 as a Portfolio Manager for Municipal Bonds with Columbia Management Group.
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.