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.
Chip Nance is a Senior Vice President and Senior Portfolio Manager with Bank of America Private Bank in San Antonio, Texas. Chip has over 13 years of investment management experience and is a CFA® charterholder. In this role, he is responsible for creating and implementing personalized investment strategies across a broad range of asset classes based upon a client’s risk tolerance, time horizon, liquidity needs, and overall investment goals. In developing strong relationships with clients, Chip guides clients through establishing prudent investment goals and objectives and maintaining an appropriate investment strategy through shifting market environments. In addition, he also interacts with clients through periodic personalized reviews to monitor progress towards achieving investment goals and provides traditional guidance in the areas of asset allocation, risk mitigation, income maximization, and tax-minimization. Chip works closely with clients’ external advisors, such as attorneys and accountants, as well as the broader Private Bank team, to access a wide range of resources, capabilities and specialists.
Chip’s education background includes an undergraduate business degree from Trinity University earned in 2009, the Chartered Financial Analyst® designation earned in 2013, and an Executive MBA from the University of Texas-McCombs School of Business earned in 2019.
Chip serves as the President of the CFA Society of San Antonio as well as the Finance Committee Chair for SAMMinistries. Chip resides in San Antonio with his wife Jessica and children Hannah, Amelia, and Nolan.
CFA® and Chartered Financial Analyst® are registered trademarks of CFA Institute.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
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.