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.
James (Jim) T Farmer
Senior Vice President, Portfolio Manager
Professional Profile
Jim Farmer, CAIA®, has been a Senior Vice President and Portfolio Manager with Bank of America Private Bank in Atlanta, Georgia, since January-2008. He brings to his position more than 26 years of experience in the investment management industry. In his role, Jim helps clients preserve, grow and manage wealth as well as to pass it on to future generations. He helps high-net-worth individuals pursue goals and help clients realize the impact that wealth can have, with a particular focus on endowments. In his approach Jim seeks to understand both the numerical and the human elements of clients' perspectives and expectations in order to help that the plans clients adopt are aligned with objectives.
Prior to joining Bank of America Private Bank (formerly U.S. Trust), Jim spent seven years at Calibre Multi-Family Office as a Portfolio Manager. Before that, he also worked as an Analyst and Portfolio Manager for Wachovia Asset Management and the Wachovia Funds.
Jim holds a Master of Business Administration with a concentration in finance from the University of Oregon. He earned his Bachelor of Arts degrees in chemistry and religious studies from the University of North Carolina. He is also a member of the Chartered Alternative Investment AnalystSM Association, CAIA®.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
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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.
