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.
Edward (Ted) Graham is a Senior Vice President and a Senior Portfolio Manager at Bank of America Private Bank in Charleston, South Carolina. In this role, he is responsible for creating and implementing personalized investment strategies across a broad range of asset classes based upon a client’s risk tolerance, time horizon, liquidity needs, and overall investment goals. Ted guides clients through establishing prudent investment goals and objectives and maintaining an appropriate investment strategy through shifting market environments. In addition, he also interacts with clients through periodic personalized reviews to monitor progress towards achieving investment goals and provides traditional guidance in the areas of asset allocation, risk mitigation, income maximization, and tax-minimization. Ted works closely with clients’ external advisors, such as attorneys and accountants as well as the broader private bank team to access a wide range of resources, capabilities, and specialists.
Ted has over two decades of experience in this area. Prior to joining Bank of America Private Bank, he served as Senior Investment Analyst at Voya Investment Management focused on institutional equity investment products that offered both growth and capital preservation. Previously, he was a one of Jim Cramer’s primary research analysts at CNBC.
Ted Graham graduated from Clemson University and earned his MBA at Fordham University and is also a CFA® charterholder. Ted is a board member for the CFA® Society of South Carolina.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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.