Richard C Pszenny

Senior Vice President, Portfolio Manager

Professional Profile

Richard is a Senior Vice President and Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies and a broad range of wealth management services including financial planning and wealth strategy based upon each client's risk tolerance, time horizon, liquidity needs and overall investment goals. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential strategies, 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 in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs.

Prior to joining Bank of America Private Bank, Richard was Portfolio Manager at Heritage Financial Services and at NEPC as a Senior Analyst. Before those positions, Richard worked at U.S. Trust as an Institutional Portfolio Strategist and as a Portfolio Manager Associate.

Richard earned his B.A. degree in finance from the University of Massachusetts at Amherst. He holds the Chartered Financial Analyst (CFA®) designation, the Chartered Alternative Investment Analyst (CAIA®) designation, and is a Chartered SRI Counselor™ CSRIC™ designee.



*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.

*Chartered SRI Counselor℠ and CSRIC™ are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.


 

 

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.

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.