Earl W. White

Senior Vice President, Portfolio Manager

Professional Profile

Earl W. White is a Senior Vice President and Portfolio Manager at Bank of America Private Bank.  In this role, he is responsible for creating and maintaining personalized investment strategies and a broad range of wealth management services including financial planning and wealth strategy.  This includes assisting clients with establishing their goals and objectives, developing an appropriate overall strategy, formulating and implementing strategies, and conducting regular reviews to monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients on navigating through changing  market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risked-based strategies to banking and lending needs.

In his previous roles at Bank of America Private Bank (formerly U.S. Trust), Earl was a Portfolio Manager in the Institutional Group, managing portfolios for endowments, foundations and pension funds. In addition, Earl was the co-manager of the institutional class mutual fund, Excelsior Equity Fund.

Prior to joining Bank of America Private Bank (formerly U.S. Trust), he served as a managing director at Bear Stearns Asset Management where he was responsible for trade surveillance and investment guideline monitoring for all long-only equity and fixed income portfolios. And as the Investment Director for multi-billion dollar corporate investment programs at Con Edison and PSEG, he was responsible for the oversight of all investment managers for the various employee benefit plan trusts, and Nuclear Decommissioning Trust Funds. 

Earl earned his M.B.A. and B. A. degrees from Rutgers University.

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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.