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.
Rachel Schaub is a Managing Director and Portfolio Manager at Bank of America Private Bank in the greater Baltimore, Maryland-Washington D.C. area. In this role, she is responsible for creating and managing personalized investment portfolios. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions and conducting periodic reviews to help monitor progress toward reaching the initial goals and strategies set forth. In addition, she supports clients in navigating through changing market environments by providing traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies.
Prior to joining Bank of America Private Bank in 2009 (formerly U.S. Trust), Rachel worked as a Portfolio Analyst at HSBC Private Bank and as a Portfolio Assistant in Mercantile Bank’s Investment and Wealth Management group. Rachel has spent her entire career working in the private wealth management industry, where she contributed to the management of portfolios for a variety of clients, including high-net-worth individuals, endowments, foundations, and private corporations.
Rachel earned her Bachelor of Science degree in economics and finance from York College of Pennsylvania and her Masters in Business Administration from the University of Maryland, Smith School of Business. Rachel is a CIMA® professional focusing on investment management consulting, completing her course work at the University of Chicago, Booth School of Business.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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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.