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.
Jeff Ladd is a Senior Vice President and Portfolio Manager for Bank of America Private Bank in St. Louis, Missouri. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential strategies, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth.
Jeff has worked in financial services since 1998. Prior to joining Bank of America Private Bank, Jeff co-founded Ascent Investment Partners, LLC, a registered investment advisor located in St. Louis. At Ascent, Jeff was responsible for the development and management of customized fixed income portfolios. Prior to forming Ascent, Jeff served as a senior portfolio manager and credit analyst with A.G. Edwards & Sons.
Jeff received a BS-BA with an emphasis in finance and Banking from the University of Missouri at Columbia. He is a CFA® charterholder, a designation by the CFA Institute, and he is a member of the CFA Society of St. Louis.
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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.