Jonathan Kozy is a Managing Director and Senior Macro Strategy Analyst for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, he is responsible for the analysis of global economic trends, market research and financial developments in support of economic forecasts, strategic and tactical asset allocation decisions across Bank of America Private Bank and Merrill. He is a major contributor to thought leadership on economic market developments and forecasts.
Jon earned his B.A. in economics from Colgate University and his M.B.A. with a specialization in economics from the Leonard N. Stern School of Business at New York University. He also has an Executive Master in International Relations with a
specialization in Global Security and Intelligence from Syracuse University’s Maxwell School where he concurrently earned a Certificate of Advanced Study in Security Studies from the Institute for National Security and Counterterrorism.
He serves as an Officer in the U.S. Navy Reserves and also serves on the Board of Directors at the Madison, New Jersey Area YMCA.
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.