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Derek R Thomsen

Managing Director, Senior Institutional Portfolio Strategist

Professional Profile

Derek R. Thomsen is a Managing Director and a Senior Institutional Portfolio Strategist within the Institutional Investments group at Bank of America Private Bank.  In this role, he is responsible for developing and executing investment strategies designed to help institutional clients meet short and long-term goals. By gaining a thorough understanding of the needs and objectives of each endowment, foundation, charitable trust, and pension plan, Derek strives to provide clarity and transparency on how the capital markets can help support the mission of the organization.  This includes constructing and managing customized investment strategies by leveraging Bank of America Private Bank’s broad range of investment management services, and services available through other Bank of America Corporation affiliates. Derek is accountable for the overall investment strategy and adherence to the objectives outlined in clients’ Investment Policy Statement. His ongoing role is to incorporate our best strategic and tactical thinking, most relevant research analysis and market insights, and most appropriate investment solutions into client portfolios. Derek also coordinates with other specialists whose combined expertise contributes to the outcome of the investment portfolio in the context of the overall goals of the client.

Prior to joining Bank of America Private Bank, Derek was Vice President at Columbia Management responsible for the establishment and ongoing management of defined benefit and health and welfare portfolios, as well as managing relationships with administrators, consultants and key client contacts. He worked closely with members of the portfolio management teams to develop and execute presentations regarding investment strategy, asset allocation, and performance attribution. Prior to joining Columbia Management, Derek worked for Ferguson Wellman Capital Management as Head Trader and Qualivest Capital Management/West One Trust Investments as a small cap equity trader and analyst. 

Derek earned his B.A. in business administration and economics from Pacific Lutheran University and an M.B.A. from the University of Oregon. He is a Certified Investment Management AnalystSM designee.



Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management AnalystSM signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.

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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.