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.
Mark David Lohmann
Senior Vice President, Private Client Advisor
Mark Lohmann is a Senior Vice President, Private Client Advisor with Bank of America Private Bank based in Denver, Colorado. With over 15 years of experience, Mark leads a team of specialists who are responsible for providing investment, banking, lending and trust and estate planning solutions and advice to ultra-high-net worth individuals, their foundations and family offices located throughout the Rocky Mountain region.
Prior to joining Bank of America, Mark worked for J.P. Morgan Private Bank for five years as an Ultra-High-Net-Worth Banker. In his role, Mark was head of J.P. Morgan’s Private Bank for the state of Montana in addition to his duties covering clients all across the Rocky Mountain states.
Before his time at J.P. Morgan, Mark had an 11-year tenure at Citi Private Bank in various roles as a Private Banker, Associate Banker and Investment Analyst, all serving ultra-high-net-worth and high-net-worth clients in the Midwest and Southwest United States. Mark started his career at UBS Private Bank in New York City as part of a three-year analyst training program. At UBS, Mark worked in various roles within UBS’ Investment Solutions Group, specializing in active trading, product development, and portfolio management.
Mark received his Bachelor of Science in business administration, with an emphasis in finance, from the University of Colorado - Leeds School of Business. He currently sits on the SeriesFest Board of Directors and is active in Junior Achievement. Mark, a Colorado native, resides in Broomfield, Colorado with his two young daughters. While not working, Mark's interests include snowboarding, camping, hunting and fishing, golf, traveling, investing, attending various sporting events and spending time with family and friends.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
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
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.