Rod Halvorson

Senior Vice President, Private Client Advisor

Professional Profile

Rodney "Rod" Halvorson is a Private Client Advisor at Bank of America Private Bank. He joined Bank of America Private Bank ( formerly U.S. Trust) in 2010, and has over 34 years of combined wealth and investment management experience. Based in Los Angeles, Rod and his team of professionals within the bank are responsible for providing and executing customized goals based wealth management strategies to ultra high net worth individuals, families and private entities.  His staff of specialists in the financing arena span across a wide spectrum of lending solutions.  Those include apartment buildings, warehouses, office buildings, specialized recreational properties such as ranch and farmland, as well as fine art collections, aircraft, yachts and securities based lending facilities. 

Before assuming this role, Rod was Senior Vice President and Complex Director with Banc of America Investment Services, Inc. in the San Diego/Orange County California region. Prior roles include Senior Vice President and Market Director for Banc of America Investment Services, Inc. at the Los Angeles trading floor, and he also was Regional Vice President/Branch Manager at Morgan Stanley. 

He has a Bachelor of Science degree from Northern Arizona University.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.


  • Northern Arizona University


  • English

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Maryam Shah Hosseini

Private Client Manager


Kalyani R. Chirra

Wealth Strategies Advisor


Randal Chin

Portfolio Manager


Barbara R Bagley

Market Investment Executive


Lisa M Wells

Wealth Strategies Advisor


Denise Ferrari

Portfolio Manager


Key Contacts

Guadalupe (Lupe) Almaraz

Private Bank Senior Associate


Let's Have A Conversation

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


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.