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.
Brad M. Larsen is a Managing Director and Market Executive for Bank of America Private Bank. Brad directs the Greater Los Angeles region, leading a team of Private Bank professionals and Managers who provide integrated strategy and execution in multiple disciplines: investment management, wealth structuring, trust and estate planning services, philanthropy, and credit and lending through Bank of America, N.A. Brad oversees the provision of indepth offerings to high-net-worth clients who have sophisticated needs and complex circumstances. He works to facilitate the region’s effectiveness through assisting accomplished individuals, families, and institutions to pursue their financial goals.
Brad is responsible for enhancing the client experience at Bank of America Private Bank by streamlining decision making, intensifying collaboration across teams and offices, and channeling the expansive resources of the bank. He fosters an ethos that is firmly focused on client goals, building on the acumen and talent of advisors and specialists. Brad’s tenure with Private Bank has provided him with hands-on knowledge of its capabilities across multiple business lines. He leverages an extensive network of contacts to expedite requests and accelerate processes, heightening the region’s responsiveness. Brad is also responsible for hiring and retention in the region, developing the human capital designed to help clients to grow, preserve and transfer wealth effectively.
Brad has worked at Bank of America since 2001. He began his career in Premier Banking and Investments as a Client Manager, quickly rising to Market Manager. He joined Bank of America Private Bank (formerly U.S. Trust) in 2008 as a Regional Executive.
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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.