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.
(Michael) Tristan Barr is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank in Charlotte, North Carolina. Tristan works closely with high-net-worth individuals and families, helping them manage their wealth in a thoughtful and strategic way. Drawing on his prior experience as a hedge fund founder and executive, Tristan has deep experience in advising clients with distinctive needs, including hedge fund, private equity and real estate professionals, corporate executives, business owners and entrepreneurs. He offers the one-on-one attention of a focused relationship, strengthened by a broader team and access to a wide range of resources, capabilities and specialists within the Private Bank.
Tristan starts by learning the priorities, values and goals of each client. He centers his work around what is most important to each individual or family, advancing steady progress toward clear objectives, and refines his approach based upon the dynamic interplay of each client’s personal and professional circumstances. A veteran team leader, he is skilled in directing effective communication and collaboration across the Bank of America enterprise. In addition to traditional disciplines, such as investment management, trust and estate planning services, banking and philanthropy, Tristan is adept in providing customized lending and financing for a vast range of needs. He also has the unique perspective of having been a business owner and entrepreneur himself, and understands the complexities and opportunities that come with owning and running a business. Additionally, Tristan is an Institutional Client Advisor. In this role he is able to assist the distinctive needs of endowments, foundations, and charitable organizations by connecting them to the suite of Philanthropic capabilities designed to support their mission, deepen their organizational capacity and community engagement, and enhance their financial stability.
Prior to joining the Private Bank Tristan founded and ran a hedge fund for nearly two decades after having worked at one of the top performing funds in the country. An active volunteer, he has taught high school in East Africa, built homes with Habitat for Humanity, volunteered at Dorthea Dix Hospital and was a board member at the Libby Ross Foundation
Tristan earned his Bachelor of Arts in psychology from Davidson College. In his free time, he enjoys wine, cooking, traveling and playing both tennis and golf. He resides in Mooresville with his wife Christine, two daughters, and two dogs.
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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.