Robert B Meyer

Managing Director, Portfolio Manager

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Professional Profile

Robert B. Meyer is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in New York, New York. Bob has extensive experience working with high-net-worth individuals, families and foundations to design and implement custom investment portfolios that align with their overall wealth management goals and distinct objectives. He supports clients in navigating through changing market environments and provides strategic guidance in areas ranging from asset allocation to tax minimization, retirement income planning, and multigenerational wealth. 

Bob joined Bank of America Private Bank (formerly U.S. Trust) in 1999. Previously, he was a Managing Director at AIG Global Investment Corporation. At AIG, he managed several company investment portfolios and served on the company’s retirement board and Global Asset Allocation Committee.

Bob earned a Bachelor’s degree from Wheaton College in Illinois and an M.B.A. in Finance at the Columbia University Graduate School of Business.

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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.

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.