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.
Robert Reaves Greer
Vice President, Portfolio Manager
Professional Profile
Reaves Greer is a Portfolio Manager with Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies by utilitizing a broad range of wealth management services including financial services and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals, and conducting periodic reviews to help clients monitor progress toward reaching the goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, multi-generational strategies from risked-based strategies to banking and lending needs.
Prior to joining Bank of America, Reaves worked as an associate in the Consulting Research Group with CAPTRUST Financial Advisors, LLC. He was responsible for the defined contribution and retirement plans which included plan pricing design, investment lineup architecture, and investment analysis. He also worked as an analyst for both the private wealth and institutional clients at Guardian Capital Advisors, LLC.
He earned his B.S. in finance and a minor in accounting from North Carolina State University, Poole College of Management. He holds the Chartered Financial Analyst (CFA) designation.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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.
