WHO WE ARE

Lauren Sanfilippo

Director and Senior Investment Strategy Analyst

Lauren Sanfilippo is a Director and Senior Investment Strategy Analyst for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, she contributes to the development of the CIO’s investment strategy by providing timely analysis of economic and thematic market trends, in support of asset allocation decisions supporting Bank of America Private Bank and Merrill. She is a regular contributor to the CIO thought leadership publications such as the Capital Market Outlook, Investment Insights, Viewpoint and Thematic Insights. She has been cited in media venues such as Barron’s, Bloomberg Radio, Yahoo Finance, the Wall Street Journal, and Nasdaq TradeTalks.

Lauren received her B.S. from Syracuse University double majoring in Finance and Entrepreneurship. With an interest in women in investing, she participated in the 2023 Yale School of Management Executive Education Women’s Leadership Program.

More from Lauren Sanfilippo

The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”).

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The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.

Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.

Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.