Richard Blake Briscoe

Senior Vice President, Private Client Manager

Professional Profile

Blake Briscoe is a Senior Vice President and Private Client Manager at Bank of America Private Bank based in Kansas City, Mo.  Blake works closely with high net worth families, business owner, nonprofit organizations, foundations and endowments to help address a wide range of philanthropic and financial priorities.  He is passionate about helping each family and organizations be great stewards of their resources, help solve complex financial events and enable them to focus on the things that matter most.  

Blake has more than 10 years of experience in investment services.  Prior to joining the Private Bank, Blake was Vice President of Business Development at Palmer Square Capital Management.  He focused on developing and servicing client relationships.  Specifically Blake focused on educating Registered Investment Advisors and Trust companies on internally managed fixed income strategies.  Prior to Palmer Square, Blake fulfilled a similar role as VP of Intermediary Sales for Scout Investments where his focus was on the distribution of both equity and fixed income strategies.  In addition, Blake functioned as an outside sales associate for Phoenix Metals and was a Participant Services Advisor at JP Morgan Retirement Plan Services. 

Blake has a bachelor’s degree in psychology from the University of Kansas and a Master’s of Business Administration degree from Baker University.  He currently holds the Certified Investment Management Analyst (CIMA®) designation.  An active member of his community, Blake currently serves on the general board of KVC Health Systems and is a licensed foster parent.


*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®.  Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.

EDUCATION

  • Baker University
  • University of Kansas

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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.