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 based in Houston, Texas. He works closely with clients to address a range of wealth management needs. He leads a team of Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.

Prior to joining Bank of America Private Bank, he gained experience and insight into the wealth management needs of high net worth individuals and families through his career with JPMorgan Chase and the Huntington Private Bank as a Senior Client Advisor. He is a member of the Investments & Wealth Institute™, formerly known as IMCA.

Marcellus is a graduate of The Ohio State University with a Bachelor of Science degree in Sport Industry and a Business Minor.

An active member of the community, he serves on the Board of Directors for the Columbus State Community College Foundation.  He has previously been involved with United Way, the Arthritis Foundation, the American Heart Association, and See Kids Dream.

Marcellus does not provide legal advice in his role at Bank of America Private Bank.

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

Alberto A Francis

Private Client Manager

713.247.7862
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Charles A Linn

Portfolio Manager

713.247.7474

Adam R. Innerst

Wealth Strategies Advisor

713.247.6184

Linda A Stahl

Senior Trust Officer

713.247.6002

Conlon Cash

Portfolio Manager

713.247.6064

Klinton Law

Structured Credit Executive

713.247.6807

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 (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.