Jonathan Murrell

Jonathan Murrell

SVP, Senior Portfolio Manager Bank of America Private Bank
Jonathan Murrell
Jonathan Murrell is a Senior Vice President and a Senior 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. Jonathan 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. Prior to joining Bank of America Private Bank, he served as a Fixed Income Strategist at PIMCO helping give him experience and insight into the wealth management needs of high net worth individuals and families. Previously, he was a Fixed Income Portfolio Manager with Wells Fargo. Jonathan Murrell obtained a Master of Business Administration (MBA) from the Tuck School of Business at Dartmouth where he was a Toigo Fellow. He earned a Bachelor of Science in Business Administration from Florida A&M University where he graduated Summa Cum Laude.

Check out the incredible speaker line-up to see who will be joining Jonathan.

Download The Latest Agenda