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 Bailey is a Managing Director and Senior Portfolio Manager for the St. Louis office of Bank of America Private Bank. His is responsible for advising and managing wealth for high net worth families, trusts and philanthropic organizations. David is the designated philanthropic portfolio manager for Bank of America Private Bank for the St. Louis, Kansas City and Ohio regions working with nonprofit and philanthropic clients. He is a CFA® charterholder.
David has been with Bank of America for over 20 years, joining the firm in 2001. Prior to joining Bank of America he was with Edward Jones where he was a bond trader, sales manager and a portfolio manager in their trust company. David spent 13 years at Edward Jones. David has over 30 years of experience in the financial industry.
David is currently a board member of Camp Circle Star. He also has a leadership role with the American Youth Foundation. In addition David has worked with numerous nonprofit organizations in the St. Louis area as a volunteer. David has a B.S. in finance from Southwest Missouri State University.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
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.