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.
Senior Vice President, Portfolio Manager
Evan Greenburg is a Senior Vice President and a Portfolio Manager at Bank of America Private Bank in Los Angeles, California. In this role, he is responsible for helping clients meet their stated objectives by drawing on his years of experience in conjunction with the resources of Bank of America. This includes working towards developing an appropriate overall investment strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. Evan’s prior experience makes him uniquely qualified to assist clients in navigating various markets and cycles.
Evan has over 15 years of experience in financial markets which includes managing assets overseas and in the US. Prior to joining Bank of America Private Bank, he served as a Fixed Income Portfolio Manager at UBS Asset Management in Singapore, managing mutual funds and separately managed accounts for both individuals and global institutions. His responsibilities included investment decisions of both, US dollar fixed income and local currency fixed income, and foreign exchange. His duties required him to meet with representatives of various governments, companies and clients across Asia, most notably China. While at UBS, he was part of an advisory panel comprised of the largest asset managers in the world along with Chinese government officials, working on the inclusion of Chinese bonds in the Bloomberg Barclays Global Aggregate Fixed Income indices – an event that was closely watched by the global fixed income market. Prior to UBS Asset Management, Evan worked for PIMCO, Deutsche Bank and Barclays Capital across various fixed income roles.
Evan obtained a Bachelor of Arts degree in economics from Rutgers University. In addition, he is a CFA® charterholder.
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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.