Jeremy J Breslin

Vice President, Portfolio Manager

Professional Profile

Jeremy Breslin is a Vice President and Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. This includes assisting clients with establishing goals and objectives, providing strategic asset allocation guidance and overseeing all aspects of portfolio construction.

Previously, Jeremy was a member of the Investment Solutions Group within the Global Wealth & Investment Management (GWIM) division of Bank of America Corporation.

Jeremy received his B.S. in Business Administration from the University of Oregon. Jeremy holds the Chartered Financial Analyst ® designation and is a member of the New York Society of Security Analysts (NYSSA).



Disclosures:
*Chartered Financial Analyst® and CFA® are registered trademarks owned by the CFA Institute. 
*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

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 families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.