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.
Philip Chu is a Managing Director and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. He is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing their goals and objectives, working towards developing an appropriate overall approach, formulating and implementing potential solutions and conducting periodic reviews to help clients monitor progress toward reaching the initial goals set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance for asset allocation, tax-minimization, retirement and multi-generational strategies from risk-based approaches to banking and lending needs.
Phil has been with Bank of America since 2007. Prior to his current position in the Private Bank, he was a Senior Financial Advisor with Merrill Lynch Wealth Management.
Philip received his master’s degree from Boston University. He is a graduate of American Bankers Association National Graduate Trust School, as well as a member of the Boston Estate Planning Council.
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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.