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.
Will Gonzalez is a Senior Vice President and Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Will 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, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.
With over 20 years spent with high-net-worth, ultra-affluent, foundation, pension, and endowment clients, Will has developed a wide ranging skill set from traditional stocks and bonds to socially responsible, hedge fund, private equity and structured product solutions.
Prior to joining Bank of America Private Bank, he served as Chief Investment Officer at a Georgetown based wealth planning group.
Will Gonzalez obtained a Bachelor of Science in Economics from James Madison University where he quarterbacked the football team. Will earned the Chartered Financial Analyst (CFA) designation awarded by the CFA Society. He also holds the CIMA® and CPWA® designations awarded by the Investments and Wealth Institute. He is a member of the CFA Society of Washington, D.C. and Investments and Wealth Institute.
He lives with his wife and four daughters in Oakton, Virginia. In his spare time, Will enjoys playing pickleball and tennis while still routing for his hometown Miami Dolphins.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor® as well as CIMA® and Certified Investment Management Analyst®. Use of CPWA®, Certified Private Wealth Advisor® ,CIMA® and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
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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.