Ross Harter

Senior Vice President, Private Client Manager

Professional Profile

Ross Harter is a Senior Vice President, Private Client Manager at Bank of America Private Bank. In this role, Ross is responsible for identifying the needs of ultra-high net worth clients, providing guidance, and coordinating with the appropriate professionals across Bank of America and its affiliates to support an overall wealth management strategy. In his approach he provides a thoughtful and thorough wealth management experience to individuals and families of significant wealth. This experience consists of education, advice, implementation and professional service focused on the management and eventual transfer of client’s wealth.

 

Ross joined Bank of America Private Bank (formerly U.S. Trust) in 2017 with 15 years of experience in commercial banking and financial services.

 

Ross serves as a trustee for the San Diego Museum of Art.


Ross holds a Bachelor of Arts in Sociology from Indiana University and a Master of Science in Business Administration (Finance Concentration) from San Diego State University.

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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.