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 Barson is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in Philadelphia, Pennsylvania. As a Portfolio Manager, he is responsible for understanding strategic investment objectives, spending policy needs and unique goals in order to provide guidance and develop, implement and manage investments. He can manage customized client portfolios on a fully discretionary basis and where applicable provides advisory services and single mandate strategies. Jeff has 23 years experience in managing money and client investments. Prior to joining Bank of America, he was a Portfolio Manager for BNY Mellon’s Private Wealth Management division. Before that, Jeff served as a Portfolio Manager with Wells Fargo’s Private Bank.
Jeff Barson is a CFA® charterholder He earned a Bachelor of Science degree in management from the United States Military Academy at West Point. In addition, he was awarded a Master in Business Administration in finance from Temple University. Jeff achieved the rank of Captain in the U.S. Army and he served with the Army Corps of Engineers. He spent three and a half years in Germany and completed his active duty career in Philadelphia. Jeff is a member of the CFA Institute, the CFA Society of Philadelphia, the Philadelphia Securities Association and Y’s Men International.
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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.