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.
Phil Jamison is a Managing Director and Portfolio Manager with Bank of America Private Bank in Princeton, New Jersey. He works closely with ultra-high-net-worth individuals and families to construct highly customized investment portfolios to help them grow and preserve their wealth.
Phil’s investment process is focused on three key areas. First and foremost, identifying and understanding each client’s specific investment needs and objectives. Second, applying a long term strategic view of the investment landscape, and third understanding where current financial market conditions may be creating opportunities. Phil works closely with his clients in each of these three areas with the goal of building uniquely tailored investment strategies and portfolios to meet their needs.
During his three decades in investment research and portfolio management, Phil’s strategic thinking has been shaped by deliberate macro-economic analysis and developing long-term investment themes based on transformative changes in technology and the economy. He is eager to spend time with you, explaining his thought process and how it impacts your investment strategy.
Phil joined the Private Bank (formerly U.S. Trust) in 2010 from Dresdner Bank. At Dresdner, Phil was a portfolio manager and investment strategist for 13 years. Phil holds a bachelor of science degree in economics and history from Saint Vincent College and holds the CFA designation.
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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.