Robert (Rob) M. Belmont

Senior Vice President, Portfolio Manager

Professional Profile

Robert M. Belmont, III is a Senior Vice President and Portfolio Manager for Bank of America Private Bank (formerly U.S. Trust).  Bank of America Private Bank is one of the nation’s most established and respected private banking firms, having served clients and their families for over two centuries.  In this role, Rob manages money for high-net worth clients and provides comprehensive investment advice based on each client specific situation. Rob has been in the financial services industry for over 17 years and has been with Bank of America since 2006.

Prior to assuming his role at Bank of America, Rob spent several years as a Financial Analyst in the Brokerage Division of Fidelity Investments. Earlier in his career, Rob was a Financial Advisor with American Express Financial Advisors.

Rob earned his Bachelor of Science degree in Business Administration from Stonehill College focusing in the area of finance. Later, he received his Masters of Business Administration with a concentration in Asset Management from Boston College.  He also received his Masters of Science in Finance from Boston College.

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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.