Matthew C. Cutrell is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. He is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement and multi-generational planning from risk-based strategies to banking and lending needs.
Matt has been has been with the Bank of America Private Bank (formerly U.S. Trust) since 2006, most recently in the Institutional Investments Group as a Senior Institutional Portfolio Strategist. Prior to that he was a Portfolio Manager Associate with the Private Bank.
Matt received his B.A. in economics from Trinity College in Hartford, Connecticut. Matt is a CIMA® professional focusing on investment management consulting.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.