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.
Mike Erickson is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Santa Barbara and Westlake Village, California. In his role, he is responsible for creating and maintaining personalized investment strategies and a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing their goals and objectives, developing an appropriate overall approach, formulating and implementing potential solutions, and conducting regular reviews to monitor progress toward reaching the initial goals. In addition, he supports clients as they navigate through changing market environments, providing traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational support from risked-based strategies to banking and lending needs.
Over the course of a 15-year career, Mike has become deeply familiar with managing investment portfolios for private clients and institutions. Prior to rejoining Bank of America in 2022, Mike was an Executive Director at J.P. Morgan Private Bank, and a Senior Portfolio Manager at Abbot Downing, which is now part of Wells Fargo Private Bank.
Mike is a CFA charterholder and is a member of the CFA Society of Los Angeles. He earned a B.S. in finance from Arizona State University.
Active in the professional community, Mike is involved with the Milken Institute Young Leaders Circle, which brings together the best and brightest from various industries to learn and share ideas.
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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.