Shari Gilfillan

Vice President, Institutional Portfolio Strategist

Professional Profile

Shari Gilfillan is a Vice President and Institutional Portfolio Strategist within the Institutional Investments and Philanthropic Solutions group at Bank of America Private Bank.  In this role, Shari manages portfolios for endowments, foundations, charitable trusts and pension plans on a discretionary basis. This includes developing and executing the appropriate strategy and investment approach that may best assist clients in meeting short and long-term goals.  More specifically, Shari manages customized strategies by leveraging the Private Bank's broad range of investment management services, identify opportunities to help shape portfolios that may maximize the positive impact on long-term organizational outcomes, provide guidance to allocate assets to help meet unique objectives and research market ideas and build investment portfolios by navigating in today’s evolving markets.

Previously, Shari was a Senior Client Portfolio Manager and Global Portfolio Manager on the Sustainable Equities team at UBS Asset Management (formerly Brinson Partners) where she was an early adopter of using quantitative ESG data in a historically fundamental investment process. Shari had primary responsibility for overall product positioning and development of Sustainable Equity Strategies, as well as marketing and communications to existing and prospective clients globally.  She performed portfolio construction analysis to improve investment decisions, used risk management tools to align portfolio active risk with top investment ideas and was the Deputy Portfolio Manager on the Global Sustainable Portfolio. Shari began her career at Northern Trust.

Shari earned her Bachelor’s degree in Finance from Miami University in Ohio and her MBA from DePaul University in Chicago.  Shari Gilfillan has contributed to Steering Committee Meetings for the GISR (Global Initiative for Sustainability Ratings) in Boston and is a member of Chicago SRI/ESG Investors Network, Women Investment Professionals and 100 Women in Hedge Funds. Shari has spoken on investor panels about such subjects as Sustainable Investing and the Evolution of Socially Responsible Investing at national conferences including US SIF (Sustainable Investment Forum) in Washington D.C., Foundation Endowment & Non For Profit Investment Summit in Toronto, Financial Women’s Association in New York and Womenetics Global Initiative Conference in Chicago.


*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. 

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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.