Jeffrey Ladd

Senior Vice President, Portfolio Manager

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Professional Profile

Jeff Ladd is a Senior Vice President and Portfolio Manager for Bank of America Private Bank in St. Louis, Missouri. He utilizes a broad range of wealth management services to help high-and ultra-high-net-worth individuals and families create and maintain custom investment portfolios that align with their overall wealth management goals and specific objectives.  Jeff works closely with clients to help them establish goals, formulate and implement strategy, and monitor progress as they pursue goals they have set.  

Jeff brings extensive wealth management and financial planning experience to the Portfolio Manager role.  He believes in building long-term, collaborative relationships with clients and colleagues where he can apply his analytical skills and enthusiasm for problem-solving.

Prior to joining Bank of America Private Bank in 2019, Jeff co-founded and grew Ascent Investment Partners, LLC, a registered investment advisor in St. Louis.  As a Principal at Ascent, he was responsible for constructing and managing fixed-income portfolios for small institutions and individuals with substantial wealth. Earlier, he was a senior portfolio manager and credit analyst at A.G. Edwards & Sons. He started his financial industry career in 1998.

Jeff earned a Bachelor's degree with an emphasis in Finance and Banking from the University of Missouri at Columbia. He holds the Chartered Financial Analyst® (CFA®) designation and 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.

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.