Mark David Lohmann

Professional Profile

Mark Lohmann is a Senior Vice President, Private Client Advisor with Bank of America Private Bank based in Denver, Colorado. With 20 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.