Max Goodrich

Managing Director, Portfolio Manager

Professional Profile

Max Goodrich is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank. Max has more than 29 years of investment management experience. He also serves as a Designated Institutional Portfolio Manager who oversees $1.19 billion in institutional and private client entrusted assets (as of June 2, 2020). In this role, Max is responsible for creating and maintaining personalized investment solutions, based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals. A broad range of wealth management services are utilized, including investment management, financial planning and wealth strategy. He assists clients with establishing goals and objectives, working towards developing an appropriate overall strategy, investment policy, and spending rate. Max formulates and implements potential solutions, and conducts periodic reviews to help clients monitor progress toward reaching the initial goals and strategies. In addition, he supports clients in navigating through changing market environments and provides traditional guidance in the areas of asset allocation, return and income maximization, risk and tax minimization, retirement, and multi-generational strategies. Max is a graduate of Oral Roberts University and National Trust School. He holds the Chartered Financial Analyst® (CFA®) designation and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant. He is a member of CFA® Institute and CFA® Society of San Antonio. Max is also a past Kiwanis President. Max does not provide tax advice in his role at Bank of America Private Bank. 

*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. 
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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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.