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.
Rey Santodomingo is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in Seattle, Washington. In this role, he is responsible for creating and maintaining personalized investment portfolios utilizing a broad range of wealth management services including investment planning and wealth strategy. This includes assisting clients with establishing goals and objectives, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their goals. In addition, he supports clients in navigating changing market environments by providing guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational planning.
Rey has over 20 years of investment management experience. Prior to joining Bank of America Private Bank in 2021, Rey served as a Managing Director of Investment Strategy at Parametric, helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, he was a Vice President of Product Management with MSCI, serving institutional clients.
Rey obtained a master’s degree in financial engineering from the University of California, Berkeley and a bachelor’s degree in chemical engineering from the University of California, Santa Barbara. Rey is a CERTIFIED FINANCIAL PLANNER™ professional, CFA® Charterholder, served as a board member of the CFA Society of Seattle and was an adjunct instructor at Seattle University’s Albers School of Business and Economics. Rey and his family reside in Sammamish, WA.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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.