BARBARA BAGLEY
Managing Director; Market Investment Executive, Greater Los Angeles
Bank of America Private Bank
As market investment executive for Bank of America’s Private Bank Greater LA region, Barb Bagley leads a team of 17 portfolio managers and analysts collectively managing over $15 billion in client assets. In this role, she is responsible for a team of professional investment specialists overseeing the creation and management of personalized client portfolios incorporating a broad range of advice and guidance for financial planning and wealth strategy. This includes helping clients establish goals and objectives, developing an appropriate overall strategy, creating and managing investment portfolios and monitoring progress toward goals.
Bagley and her team help clients navigate changing market environments by providing insight on tactical asset allocation, portfolio tax efficiency, retirement, personal liquidity events and multigenerational wealth transfer. She is also responsible for helping the market meet its investment-related goals and managing the holistic client investment experience.
