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.
David Walker is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. In this role, he is responsible for creating and maintaining personalized investment plans, utilizing a broad range of wealth management services, including investment planning and wealth strategies. David assists clients with establishing their goals and objectives, and then working towards formulating and implementing strategies, and conducting periodic reviews to help clients monitor progress toward reaching their initial goals. In addition, he supports clients in helping them understand and navigate changing market environments, and provides clients with guidance in the areas of tax minimization, retirement, multi-generational planning, risk-based options, and banking and lending needs.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2018, David was employed by Morgan Stanley Wealth Management and BNY Mellon Wealth Management offering investment services to high-net-worth individuals and families. David spent most of his career at Van Kampen Funds in Houston. His last position was as Senior Portfolio Manager of the Van Kampen Technology Fund/Morgan Stanley Technology Fund, which was one of the top performing funds in this sector during his tenure per multiple metrics, including Morningstar rankings.
David received his B.S. degree in computer science from Duke University, and his M.B.A. degree in finance and management information systems from Vanderbilt's Owen Graduate School of Management. David is a CFA® charterholder and a CMT® charterholder. He is also a member of the CFA® Institute and the CFA Society Boston.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
*CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.
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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.