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 Wertheimer
Vice President, Portfolio Manager
Professional Profile
Robert Wertheimer is a Portfolio Manager at Bank America Private Bank in Melville, New York. In his role, he is responsible for understanding your strategic investment objectives and unique goals in order to provide guidance and effectively develop, implement and manage your investment strategy. Robert has more than 20 years of investment management experience.
Prior to joining Bank America Private Bank (formerly U.S. Trust) 10 years ago, Mr. Wertheimer was an Assistant Portfolio Manager with Wells Fargo Private Bank where he provided investment strategies and advice to their high net worth clients. Previous to that, he was a Senior Equity Trader at Credit Suisse.
Robert received his B.S. in finance from S.U.N.Y., and his M.B.A. from the University of Saint Mary.
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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.
