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Charles A Linn

Senior Vice President, Market Investment Executive

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Professional Profile

Charles (Chuck) A. Linn is a Senior Vice President and Market Investment Executive at Bank of America Private Bank.  In this role, he leads a team of Portfolio Managers and Trust Officers in developing customized wealth plans and investment strategies that are unique to each client in order to provide integrated advice on wealth and portfolio management services to high-net worth clients and charitable organizations.  In addition, he is responsible for developing and implementing a strategy to grow the Firm's assets under management.

 

Chuck has over 25 years of investment management experience, focusing on both Private Clients and Institutions.

 

Chuck earned his BBA degree in Finance from Texas A&M University and his MBA from the University of Houston – Clear Lake.  He holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and Houston CFA Society.


*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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.