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.
William (Bill) Evans is a Managing Director and Portfolio Manager at Bank of America Private Bank in Hartford, CT. In this role, he is responsible for creating and maintaining personalized investment strategies and a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing their goals and objectives, developing an appropriate overall strategy, formulating and implementing advice and guidance, and conducting regular reviews to monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients on navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risked-based strategies to banking and lending needs.
Prior to joining Bank of America Private Bank, Bill was a senior vice president and head of manager research and selection within the Multi-Asset Strategies and Solutions (MASS) Group of ING Investment Management. His team was responsible for manager due diligence and selection for the team’s multi-manager products and sub-advised funds for the ING Mutual Fund Boards. He also worked as a portfolio manager for Fleet Investment Advisors for high-net-worth and institutional clients.
Bill earned his B.A. degree, magna cum laude, from Providence College. He is a CFA® charterholder and is a member of the CFA® Society Hartford.
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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.