WILLIAM (Blade) BLADE ROBERTSON

Portfolio Manager

Professional Profile

Blade Robertson serves as a Portfolio Manager for Bank of America Private Bank in Dallas, TX. He works with ultra-high-net-worth individuals and organizations implementing tailored investment strategies. Blade’s focus is on customized portfolio design and management with attention to the complex needs of affluent clients as well as utilizing derivatives where appropriate.

Blade joined Bank of America Private Bank in 2021 after starting his career in finance at J.P. Morgan, where he was a licensed investment professional and Team Lead for a complex orders and derivatives desk. Blade grew up in Texas and earned his BA from the University of North Texas as well as a Juris Doctorate from Pepperdine Law. Prior to law school, Blade served our country in the Marine Corps as a Helicopter Gunner/Aircrewman.

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.