David R Bealmear

Senior Vice President, Portfolio Manager

Professional Profile

David Bealmear is a Senior Vice President and Portfolio Manager for Bank of America Private Bank.  David is responsible for providing customized discretionary portfolio allocations and cross-asset class investment strategies to ultra high net worth individuals and families as well as endowments and foundations. He brings to his position more than 30 years of experience in the investment management industry, joining the Charlottesville office in 1998.

 

In his practice, David helps clients preserve, grow and manage their wealth as well as to pass it on to future generations.  He believes in the value of educating clients on both the “why” and “how” of managing their wealth, incorporating client goals and objectives, time horizon, risk tolerance, tax considerations, liquidity needs, wealth transfer and charitable considerations.

 

David holds a Chartered Financial Analyst® designation.

 

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

 

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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.

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.