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.
Scott Carson is a Senior Vice President and Portfolio Manager with Bank of America Private Bank in Chicago, Illinois. Scott works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. He offers a seasoned perspective on the capital markets, supporting clients in their efforts to preserve, grow, and transfer their wealth more effectively.
With more than twenty years of investment experience, Scott combines technical insight with an intuitive understanding for clients and their priorities. He believes strongly in the value of clear communication and uses plain language to discuss market themes, opportunities, and risks. His areas of focus include traditional and alternative investments, such as private equity, as well as tax-sensitive investing.*
Prior to joining Bank of America Private Bank in 2019, Scott was a Vice President and Senior Portfolio Manager with Northern Trust Wealth Management in Chicago. His career also includes more than 13 years with J.P. Morgan Asset Management and Private Bank, where he served as a Vice President, Investment Specialist, and Senior Fixed Income Trader. He began his career in 1995 with Bank of Montreal/Harris Bank, where he was a Manager of Corporate Services and an Equity/Fixed Income Trader. He earned his B.A. in marketing from Michigan State University and is a Certified Private Wealth Advisor® professional.
Scott lives in Downers Grove, Illinois, with his wife and their two sons. An accomplished musician, he plays a variety of instruments and enjoys spending time in his recording studio. He also volunteers as a youth soccer coach and is active with his local Parent Teacher Association.
*In his role at Bank of America Private Bank, Scott does not provide tax advice.
*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.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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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.