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 Sheridan is a Vice President and Portfolio Manager with Bank of America Private Bank in Boston. Brad works closely with high-net-worth individuals, families, and institutions, helping them discern what they want to accomplish with their wealth and designing customized investment portfolios to pursue those objectives more directly. He spends significant time with each client, developing long-term relationships that deepen over time, reflecting each client’s evolving needs and interests.
Brad’s investment approach reflects the unique parameters of each client, including asset-class preferences, cash-flow needs, time horizons, risk tolerance, wealth-transfer intentions, and philanthropic interests. He collaborates closely with the members of his team to integrate investment management within the context of a client’s overall wealth strategy. Clients look to Brad for his analytical ability and his ease in connecting with people from varied backgrounds. He is accustomed to advising clients with complex balance sheets, able to support them in uncovering a more efficient approach to their overarching goals.
Brad looks to align clients’ intentions with the range of investment capabilities at their disposal. He believes the Private Bank’s investment platform is distinctive in its scope, facilitating creative solutions that can advance the aspirations of a high-achieving clientele. His areas of focus include financial modeling, asset allocation, tax-sensitive investing, and risk analysis.
Brad joined Bank of America Private Bank in 2017. Earlier in his career, he spent three years with Brown Brothers Harriman in Boston. He earned his B.S. in Economics from Clemson University, where he was a member of the Institute for the Study of Capitalism, as well as the Club Golf team.
Brad lives in his hometown of Winchester, Massachusetts, with his wife, Alex, their children, Eloise and Charlie, and the family’s much-loved dog, Ernie. In his free time, Brad likes to play golf and cook.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Rebalancing may pose a tax event.
In his role at Bank of America Private Bank, Brad does not provide tax advice.
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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.