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.
Omid Rezania is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank in Austin, Texas. In this role, he is responsible for creating and maintaining personalized investment strategies to help clients achieve their financial goals. He is a member of a Private Bank team which together assist the clients in all facets of their financial wellbeing including tax-minimization, retirement and multi-generational planning, banking and lending needs.
Before joining Bank of America Private Bank in June 2021, Omid spent six years as Director and Senior Portfolio Manager in Bank of America’s Chief Investment Office. There he managed multi asset investments including all sustainable impact (ESG) portfolios on Merrill and Private Bank platforms. Prior to that, Omid was part of the investment team at CalPERS (the largest pension fund in USA at the time). Omid began his career in finance with Merrill in London in 1997 where he was an equity derivatives trader.
Omid holds a Bachelor of Science degree in mechanical engineering from Sharif University of Technology (Tehran, Iran), a Master of Science in mechanical engineering (with a robotics concentration) from Carnegie Mellon University, a Master of Science in international studies from the University of Pennsylvania, a Master of Business Administration in finance from The Wharton School, a Master of Philosophy and Diploma of Imperial College in mathematical finance from Imperial College London (UK) and Doctor of Philosophy (PhD) summa cum laude in statistics, econometrics and mathematical finance from Karlsruhe Institute of Technology, University of Karlsruhe (Germany).
Omid is fluent in Persian, English, Spanish and German and has elementary knowledge of some other languages. He has received and commercialized patents and has published in top-ranked academic journals. In his spare time, he enjoys flying planes, traveling, playing backgammon in tournaments and practicing billiards.
Omid lives in Austin with his wife and daughter.
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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.