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.
Paul Trippe is Managing Director, Market Investment Executive, and Senior Portfolio Manager at the Bank of America Private Bank. In this role he is responsible for advancing the Private Bank's investments value proposition in South Carolina and Virginia. This includes partnering with our high-net-worth advisors, and portfolio managers in delivering our broad investment platform and services across Bank of America. He aligns the macroeconomic, thematic, and portfolio strategy levels with the top of the house thinking. Previously, he was a Financial Advisor and later the Complex Director for legacy Merrill in South Carolina. After joining the Private Bank as a portfolio manager he became Market Investment Executive leading portfolio managers in the South Carolina, Georgia, and Florida markets in determining appropriate strategies, formulating and implementing our investment management, and navigating through changing market environments to provide traditional guidance in the areas of portfolio construction, asset allocation, retirement, and multi-generational planning. Following his service as the Market Investment Executive, Paul then served as the Market Executive for South Carolina, Georgia, and Florida and was responsible for overall administration of those markets.
Paul earned his Bachelor of Arts degree in History and Political Science from Presbyterian College. He previously served as board member of Spoleto Festival USA and continues to serve as a volunteer on Spoleto’s Investment Committee. He was a past Board Member for the Columbia, SC Chamber of Commerce, and is past chairman of the Central South Carolina Red Cross board of directors.
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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.