Marcellus A. Upshaw

Senior Vice President, Private Client Advisor

Professional Profile

Marcellus Upshaw is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Houston, Texas. He works with an ultra-high-net-worth clientele that includes C-suite executives, business owners and entrepreneurs, as well as professional athletes and entertainers. Marcellus draws on his personal and professional background to help clients define and develop wealth management strategies for every stage of their lives and careers, from wealth creation and preservation to leaving a legacy for family and community.

Marcellus leads a team of specialists from the Private Bank who work in concert to design and implement financial strategies tailored to individual client needs. For business owners and entrepreneurs, these may focus on increasing enterprise value for a business sale or structuring the business for a family transfer. For athletes, preserving wealth over the long term and creating new income streams may be the key objective.

Marcellus and the team often work with executive officers and company directors to design strategies for stock concentration, deferred compensation, and accessing liquidity within regulatory requirements. They draw on the deep resources of Bank of America to offer strategies for investment management and philanthropy, as well as trust and estate planning services and lending solutions. 

Marcellus is a Certified Private Wealth Advisor® (CPWA®) professional and holds the Certified Exit Planning Advisor® (CEPA®) designation. Prior to joining the Private Bank (formerly U.S. Trust) in 2019, he was a senior client advisor at JPMorgan Chase and the Huntington Private Bank. He played college and semi-professional basketball before starting his private wealth management career.

Marcellus graduated from The Ohio State University with a Bachelor of Science degree in sports industry management and business. In the community, he volunteers his time and financial resources to organizations that focus on alleviating poverty, children, education, sports and marine conservation.



*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®.  Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Kristie L Barnett

Senior Trust Officer

713.247.7433

David B Miracle

Portfolio Manager

713.247.6210

Danielle M Ward

Senior Institutional Portfolio Strategist

713.247.6306

Klinton Law

Structured Credit Executive

713.247.6807

Linda A Stahl

Senior Trust Officer

713.247.6002

Diego A. Patino

Private Client Manager

713.247.7240

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.