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.
Henry W. Farnum is a Senior Vice President and Senior Portfolio Manager with Bank of America Private Bank in New York City, New York. He works closely with ultra-high-net-worth individuals and families, helping them with a highly customized investment portfolio that reflects the vision and purpose they desire for their wealth.
Henry has been with the Private Bank for nearly two decades and believes that continuity can raise client conversations to the level of intimacy often needed to drive meaningful planning. He is careful to listen to the needs of different family members and can be resourceful when assisting them with their financial lives. These robust relationships contribute to the thoughtful development of strategies and contingency plans for growing and preserving intergenerational wealth.
Your career and ability to create wealth has its inherent risks. Henry can take precautions to help insulate your lifestyle, including essential needs such as housing and education funding, from the inevitable swings in the markets. In addition to his own research and analysis, Henry considers the “top of the house” view of market events and economic cycles to help tailor your investment strategies to the longer-term intentions you established for your wealth.
Henry has aspired to be a wealth manager since he was a student at St. Lawrence University in Canton, New York. His interest led him to summer internships in the financial services industry and he joined Brinker Capital after graduation in 2004. Two years later he was hired by Bank of America Private Bank and that has been his career home ever since. Henry holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Chartered Retirement Planning Counselor™, CRPC™ designation.
Henry and his wife reside in Darien, Connecticut with their three children. A former varsity squash player at St. Lawrence University, Henry now enjoys playing casually with friends, in addition to tennis and golf.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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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.