Berman C Washington

Vice President, Portfolio Manager

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Professional Profile

Berman Washington is a Vice President and a Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Berman 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.

Prior to joining Bank of America Private Bank, he served as Financial Solutions Advisor at Merrill helping give him experience and insight into the wealth management needs of high net worth individuals and families. Previously, he was a Financial Consultant with E-Trade Financial, an Employer Plan Consultant with Mutual of America where he specialized in employer plan takeovers, plan installation, and portfolio management. Berman has 21 years of wealth management experience that provides him with a broad investment knowledge base.

Berman Washington obtained a Master of Business Administration from the University of Maryland Global College and received his Bachelor of Science from Southern University and A&M College. He also holds both a Chartered Retirement Plans Specialist, CRPS® and Chartered Retirement Planning Counselor, CRPC® designations.

He serves as a member of the Black Professionals Group, Hispanic/Latino Organization, and the Disability Action Network. He serves as a local committee member for both the National Guide Right and Health and Wellness program of Kappa Alpha Psi, Inc.

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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.