Ronald (Ron) H. Thelin

Senior Vice President, Portfolio Manager

Professional Profile

Ronald H. (Ron) Thelin, Jr., 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.  This includes assisting clients establish their goals and objectives, developing an appropriate overall strategy, formulating and implementing strategies through to conducting regular reviews to monitor progress toward reaching the initial goals and strategies set forth.  In addition, supporting clients on navigating through virtually every market environment to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies from risk based planning strategies to banking and lending needs.

Ron has over 45 years of investment management experience. Prior to joining Bank of America, his career affiliations are highlighted by the following positions: Chief Operating Officer at Vanderbilt Capital Advisors in New York City; Head of the Portfolio Management Group at Aetna Life Insurance Company in Hartford, CT; a Principal at First Boston Asset Management in New York City; and Portfolio Manager at Scudder, Stevens & Clark, also in New York City.

Ron earned a Bachelor of Science degree in Investments from Babson College in Wellesley, Massachusetts. He also holds the Chartered Financial Analyst ® designation.

Ron is on the Vestry of St. Paul’s Episcopal Church, and a member of the New York Yacht Club, and the Society of Colonial Wars. He resides in Lynchburg with his wife and son.

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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.