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 Parish is a Senior Vice President and Portfolio Manager with Bank of America Private Bank in Kansas City, Missouri. He has more than 30 years of experience in the financial services industry. He is responsible for providing integrated investment advice and all aspects of portfolio management services for high-net-worth individuals, foundations and endowments. Andy assists clients with asset allocation decisions, structures and monitors investment portfolios, communicates results, and recommends ways to enhance investment returns.
Prior to joining the Private Bank, Andy held portfolio management roles at two other regional investment firms. He was a Principal at Paragon Capital Management, LLC, and Investment Officer and Portfolio Manager at UMB Bank, NA in their trust department.
Andy holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., which he earned in 1994. He received a BS in business administration from the University of Kansas in 1985.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.