Anil Suri is a Managing Director and Head of Asset Allocation and Portfolio Construction Analytics for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, he leads the development of frameworks and solutions for asset allocation, portfolio construction, goals-based wealth management and retirement investing supporting Bank of America Private Bank and Merrill. He is also the lead portfolio manager on the Dynamic Asset Allocation Strategy.
Previously, he managed Portfolio Construction & Management and launched the Dynamic Asset Allocation Exchange-traded Funds (ETF) portfolios, led investment strategy for Alternative Investments (AI), managed Fund of Hedge Fund portfolios, and was a Senior Investment Strategist for the BofA Global Research Investment Committee (RIC).
Prior to joining Merrill, he was a senior AI strategist at Citigroup, high yield and distressed debt trader at Credit Suisse and
management consultant at McKinsey. Anil’s research has been discussed in Barron’sand The Wall Street Journal and published in several peer-reviewed publications such as the Journal of Portfolio Management.
Anil earned his M.B.A. with honors from the Wharton School of the University of Pennsylvania, an M.S.E. from Princeton University and a B. Tech. from the Indian Institute of Technology at Delhi. He also serves on the International Advisory Board of the EDHEC (Ecoledes Hautes Etudes Commericales du Nord) Risk Institute in Nice, France.
