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.
Adam Fuller Burch
Managing Director, PWM Market Executive
Adam F. Burch is currently the Market Leader for the Bank of America Private Bank team in the Greater Maryland and Greater Washington markets, responsible for the overall performance and client outreach within the markets, helping to ensure that advisors and associates deliver an exceptional experience to the individuals, families, and institutions they serve. Adam oversees the unified delivery of multiple wealth management disciplines: investment management, trust and estate planning services, credit and lending, and philanthropy. In addition to his leadership role for the Private Bank, he continues to serve as an advisor for a select group of the firm’s strategic clients.
Adam joined Bank of America Private Bank (formerly U.S. Trust) in 2006 as a Portfolio Manager working with high-net-worth individuals, families, and organizations to design, implement, and manage investment strategies as part of the firm’s broad and holistic approach to wealth management. Before serving as Market Sales Executive, Adam was the Market Investment Director for the Baltimore Private Bank team. In this role, he led the market’s investment team while maintaining primary portfolio management responsibilities for a number of strategic clients. Prior to joining the Private Bank, Adam held portfolio management and investment advisory positions with Wachovia Wealth Management and Morgan Stanley.
Adam is a Certified Investment Management Analyst® professional focusing on investment management consulting*. He completed course work at the Haas School of Business, University of California at Berkeley. He is a graduate of Mount St. Mary’s University, earning both an undergraduate degree and MBA.
Mr. Burch, his wife and three children live in Towson, Maryland, where they are involved in their children’s school, athletic and scouting activities. Mr. Burch is a Trustee for the Baltimore Museum of Art, Past-President of the Loyola Blakefield Alumni Association Board of Governors, a member of Loyola Blakefield’s Development Committee and a member of the Maryland Philanthropy Network Membership Committee.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
- Loyola Blakefield
- Mount St. Mary's University
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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.