Barbara Bagley CFA

Barbara Bagley

Managing Director and Market Investment Executive for Greater Los Angeles,
Bank of America Private Bank

Barbara Bagley is a managing director and market investment executive for Greater Los Angeles at Bank of America Private Bank. In this role, she is responsible for a team of portfolio managers, overseeing their creation and management of personalized investment portfolios incorporating a broad range of advice and guidance, as well as financial planning and wealth strategy. This includes helping clients establish goals and objectives, developing an appropriate overall strategy, creating and managing strategies and helping clients monitor progress toward their goals. In addition, she helps clients navigate changing market environments by providing guidance on asset allocation, tax-minimization strategies, retirement and multi-generational planning strategies. Bagley is also responsible for helping the market meet its investment-related goals and oversight of the overall client investment experience.