James C. Templeman

Senior Vice President, Portfolio Manager

Professional Profile

Jim Templeman is a Senior Vice President and Portfolio Manager for Bank of America Private Bank in Richmond.  Jim is responsible for providing customized discretionary portfolio allocations and cross-asset class investment strategies to ultra high net worth individuals and families as well as endowments and foundations. He brings to his position more than 25 years of experience in the investment management industry, joining Bank of America Private Bank in 2012.  
Prior to joining Bank of America Private Bank (formerly U.S. Trust), Jim spent the majority of his career with T. Rowe Price and Genworth Financial.  Jim holds a Chartered Financial Analyst designation.  Jim is a member of the Richmond chapter of Chartered Financial Analysts, CFA Virginia.

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

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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.