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.
Barkha Punjabi is a Senior Vice President and Senior Portfolio Manager at the Bank of America Private Bank in Palo Altom California. Barkha began her career at Bank of America Private Bank in 2021. In her primary role as Senior Portfolio Manager, Barkha creates goal-based, tailored portfolios focusing on a client's specific investment needs. She meets with her clients regularly to review investments, discuss the economy and market events, and reaffirm portfolio allocations.
Barkha has worked in the financial services industry since 2008, giving her experience and insights into the wealth management needs of high-net-worth individuals, families, institutions, trusts and non-profits. Prior to joining Bank of America Private Bank, she served as a Portfolio Manager at Wells Fargo Asset Management for five years, co-managing a domestic large cap, long only, equity strategy with $14 billion in assets under management. Prior to that, Barkha was a Fixed Income Investment Manager managing taxable and tax-exempt investment grade bond portfolios with over $700 million in assets at Wells Fargo Private Bank.
Barkha obtained an MBA in finance from The University of Iowa. Barkha is a CFA® charterholder and is an active member of the CFA Society of San Francisco.
In her free time, Barkha volunteers as an instructor at the Bay Area Financial Education Foundation teaching personal finance classes to public high school students and supporting youth financial literacy programs.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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.