PWM 101: Allan Rappaport, Former Chairman - BAML Private Bank

We are pleased to invite you to attend a Private Wealth Management (PWM) 101 Session given by Professor Alan Rappaport, former Chairman and President of Bank of America's Private Bank (see below for a complete bio). Professor Rappaport will be giving an overview of the PWM industry and the unique career opportunities in this field. Following his presentation, there will be an MBA2 Panel where you can hear from students who interned in the space this past summer.

Alan H. Rappaport
Alan H. Rappaport is an Adjunct Professor of the Stern School of Business, New York University and Advisory Director, Roundtable Investment Partners LLC. He joined this private investment firm in 2009. Previously, he served as Chairman and as President of the Bank of America's Private Bank overseeing one of the world's largest wealth management businesses and the nation's largest trust bank. Mr. Rappaport served in a number of capacities for the Bank, including its Management and Operating Committee. In addition, Mr. Rappaport served as New York President, where he oversaw market activity and represented the Bank in public policy, philanthropic and sponsorship activity.
 
Prior to joining Bank of America, Mr. Rappaport was a Partner at The Beacon Group, a private investment and strategic advisory firm where he was responsible for the wealth management business. The Chase Manhattan Bank acquired the Beacon Group in July 2000. Mr. Rappaport served as Managing Director of Investments at the Chase Private Bank.
 
Prior to joining The Beacon Group, Mr. Rappaport was Managing Director of the Asset Management Division of CIBC Oppenheimer. In this capacity, he was responsible for this $12 billion investment business. He created and served as chairman of numerous investment funds including many New York Stock Exchange listed investment companies as well as pioneering work in the emerging markets. During his seventeen-year tenure, he was involved in a broad range of investment strategies and served on a number of committees, including the Executive Committee.
 
Mr. Rappaport serves on the boards of the NYU Langone Medical Center and the American Museum of Natural History and is a member of the Council of Foreign Relations. He is a member of the Allianz Multifund Board, a family of registered investment funds. He has served as the National Co-Chair of the Parents Committee of Duke University, the chairman of the board of GuideStar.org as well as served on the boards of the Partnership for New York City and the New York City Investment Fund.
 
Mr. Rappaport is an MBA graduate of the Stanford Business School and holds a B.A degree magna cum laude from Harvard College. He is a native of Martha's Vineyard, Massachusetts and lives with his family in Bronxville, New York.

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