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.
Luis Lemus, CFA®, FRM®, CAIA®, is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank in Dallas, Texas. In this role, he is responsible for creating and maintaining customized investment strategies for individuals and families in addition to foundations, endowments and non-profit organizations. This includes assisting clients with establishing their goals and objectives, and working towards developing an appropriate overall strategy. Through his periodic reviews, Luis works closely with clients to monitor the appropriateness of the strategies he has implemented and evaluates progress towards reaching their initial objectives. In addition, he supports clients in navigating through changing market environments to provide ongoing guidance in the areas of asset allocation, risk management, tax-minimization, retirement, and multi-generational strategies.
Prior to joining Bank of America Private Bank, Luis was a Partner and Portfolio Manager with Continuous Capital. Previously, he held client advisor and management roles at Goldman, Sachs & Company, Lord, Abbett & Company, Chiron Investment Management, Highland Capital Management and Avondale Wealth Management.
Luis received a Bachelor of Arts from Southern Methodist University and was a scholarship athlete in golf. He currently serves on the Board of Directors of the CFA Society of Dallas-Fort Worth and is the head of their CFA Candidate Mentorship and Young Professional Programs. Luis is a CFA® charterholder, an FRM® certificant and a CAIA® charterholder.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*FRM® and Financial Risk Manager® are registered trademarks owned by the Global Association of Risk Professionals, Inc.
*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.