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.
Qian Zhang is a Vice President and Portfolio Manager at Bank of America Private Bank in Dallas, Texas. In this role, she is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services, including financial planning and wealth strategy. This includes assisting clients with establishing their goals and objectives, and working towards developing an appropriate overall strategy. Through her periodic reviews with clients, Qian works with clients to monitor the appropriateness of the strategies she has implemented and evaluates their progress toward reaching the initial goals and strategies set forth. In addition, she supports clients in navigating through changing market environments to provide traditional advice and guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational planning – from risk-based strategies to banking and lending needs.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2017, Qian was an Investment Manager at a regional investment management company in Tulsa, Oklahoma for five years after having served as a research analyst at the same firm, giving her experience and insight into the wealth management needs of high net worth individuals and families. She earned her Master of Science in finance from the University of Tulsa.
Qian is fluent in Mandarin and is actively involved with the local Asian-American community.
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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.