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.
Jayden Liu, CIMA®, CFP®, is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Washington, D.C. In this role, he manages investment portfolios for a select group of high-net-worth individuals, and institutions by understanding their unique goals and situations, and customizing investment strategies that are designed to work for his clients.
Jayden joined the Private Bank (formerly U.S. Trust) in 2015. Prior to this role, Jayden was a Portfolio Manager Associate at Bank of America Private Bank, supporting a team of Senior Portfolio Managers in all matters relating investment strategy research and implementation, asset allocation, and portfolio construction.
Jayden received his Bachelor of Business Administration (BBA) degree in finance and international business, with distinction, from George Washington University. Jayden is a CIMA® professional, focusing on investment management consulting, completing his coursework at the Wharton School of The University of Pennsylvania. Jayden also holds the CERTIFIED FINANCIAL PLANNER™ certification.
Jayden is fluent in Mandarin Chinese and lived in China for sixteen years. He currently resides in Vienna, Virginia.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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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.