James A Wiltshire

Senior Vice President, Portfolio Manager

Professional Profile

James Wiltshire is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Richmond, Virginia. James works with a concentrated group of sophisticated individuals, families with generational wealth, and private foundations, to streamline the complexities that can accompany significant wealth by designing customized investment portfolios that align with their personal objectives, time horizon, tax situations, and unique circumstances.

Over the course of his career, James has navigated varied economic environments and offers technical insights and a seasoned perspective on changing market conditions. James prioritizes proactive communication by providing regular updates on market insights, portfolio performance, and progress towards financial goals. James also serves as a resource during periods of market volatility, helping clients avoid emotional decision-making and grounding their approach in a disciplined process and long-term perspective. James is adept at articulating the nuances of varied investment principals so clients can make informed decisions.

Prior to joining Bank of America Private Bank in 2014, James was an Associate Wealth Management Advisor at Northwestern Mutual. In this role, James provided individuals and families wealth management advice.

James obtained a Bachelor’s of Science in Business with a concentration in Finance from Virginia Commonwealth University. James holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

James spends his time outside of work with his wife and two sons. He enjoys running, staying active with his family, and traveling.

*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

*Asset allocation does not ensure profit or protect against loss in declining markets.

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

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. 

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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.