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.
Andrew Chaiken is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in Philadelphia, Pennsylvania. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including financial planning and wealth strategy. Andrew works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives. In addition, he supports clients in navigating through changing market environments providing guidance in the areas of global asset allocation, tax minimization, retirement, and multi-generational issues, from risk-based strategies to banking and lending needs.
With 15+ years of progressive experience in the asset management and financial services business, Andrew brings an unusual combination of skills to clients in his current role as Portfolio Manager. Prior to joining Bank of America, Andrew was a Senior Portfolio Manager at BlackRock, where he managed Institutional client money. Before moving over to portfolio management, Andrew was a risk manager, accustomed to providing risk oversight and governance across various portfolio management teams. He’s also experienced with asset valuations, and led the Pricing and Valuation Team and Co-Chaired the Valuation Committee in his first role at BlackRock. Andrew began his career as an analyst at T. Rowe Price in Baltimore, Maryland.
Andrew earned a B.S degree in Finance and Management Information Systems from the University of Delaware. He is a Philadelphia native, having graduated from St. Joseph’s Preparatory School and is a life-long Mummer. He and his family now live in Havertown, Pa where he is a volunteer member of the Cardinal John Foley School Board.
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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.