Edward (Ted) A Booth

Senior Vice President, Portfolio Manager

Professional Profile

Edward A. (Ted) Booth, 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 establish their goals and objectives, developing an appropriate overall strategy, formulating and implementing strategies through to conducting regular reviews to monitor progress toward reaching the initial goals and strategies set forth.  In addition, supporting clients on navigating through virtually every market environment to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk based planning strategies to banking and lending needs.

Prior to joining the Private Bank (formerly U.S. Trust), Ted worked as an investment manager for a local registered investment advisor in Pittsburgh.

A Richmond native, Ted holds a Bachelor of Science in Finance from Virginia Tech.  He has earned the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA® Institute. He has also earned the Chartered Market Technician® (CMT®) designation and is a member of the CMT Association. Ted currently serves on the board of trustees of The Nature Conservancy Virginia and well as the CFA Society of Virginia.

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

CMT® and Chartered Market Technician® are registered trademarks owned by CMT Association.

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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


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.