Harlan H Thompson

Managing Director, Portfolio Manager

Professional Profile

Harlan Thompson is Managing Director and a Senior Portfolio Manager at Bank of America Private Bank.  In this role he is responsible for creating and managing personalized investment strategies for high net worth clients, family groups and private foundations.  This includes assisting clients in defining their goals and objectives, developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting regular portfolio reviews.  In addition, he works with clients to navigate through changing market environments and provides traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies.  Along with deep experience in the equity and fixed income markets, Harlan’s expertise includes alternative investments, private equity and tax aware equity strategies. 
 
Harlan has served as a senior portfolio manager for other investment management firms in the LA area, including Northern Trust, The Capital Group and Provident Investment Counsel.  At one time, Harlan held the position of West Coast Chief Investment Officer for US Trust. He recently rejoined the firm.  His 30+ year career in the financial services industry began at Wedbush Securities.

Harlan received his B.S. degree in Industrial Engineering from Oregon State University and his M.B. A from the University of Southern California.  In addition, he holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Institute and the CFA Society of Los Angeles.




*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

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

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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.