I am the Managing Director and Chief Investment Officer supporting Bank of America Private Bank and Merrill within Bank of America Corporation. In this role, I am responsible for determining the investment view for the wealth management businesses, developing and managing the asset allocation strategy, solutions due diligence, investment policies and guidance and, supporting the client-focused investment approach. Previously, I served as the Chief Investment Officer and Chief Investment Strategist for the Private Bank. Prior to joining Bank of America, I was chief investment officer and head of product strategy for the Latin American Market region of The Citigroup Private Bank. I chaired the Global Investment Themes Committee and was a voting member of the Investment Strategy Committee for the Citigroup Private Bank, and active member of the Investment Policy Committee, the Product Strategy Committee, and senior leadership team. Preceding my role at Citigroup, I was the director of Merrill Lynch’s Investment Policy Group and head of the Investment Committee for International Private Clients.
In probably the funniest episode in the history of television, Basil Fawlty warned Polly "Don't mention the war" to some German guests. Thursday on Wall Street, mum's the word about the stock market hitting record highs again. "How to Keep Your Clients from Calling the Market Top," read the…
We are in the early to mid-stages of the fourth mini wave since the Great Recession.