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.
Assistant Vice President, Portfolio Manager
Brandon is an Assistant Vice President and Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for constructing and managing multi-asset class portfolios for individuals, families, trusts and foundations. Within the context of an Investment Policy Statement, he helps to define goals, objectives and risk tolerance, developing a practical long-term strategy and implementing potential solutions and conducting quarterly investment reviews. Additionally, Brandon educates clients through the stages of market cycles, capitalizing on short-term portfolio strategy opportunities, and provides stock selection advice in attractive secular themes.
Brandon joined Bank of America Private Bank in June 2017. He has a rooted background in Finance from the University of Richmond Robins School of Business. Brandon also served as a Senior Equity Analyst for the proprietary Bank of America Private Bank Real Estate Income Strategy.
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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.