Scott T Holmes

Vice President, Portfolio Manager

Professional Profile

Scott Holmes is a Vice President and Portfolio Manager at Bank of America Private Bank (formerly U.S. Trust).  With over twenty five years of experience in the financial services industry, Scott’s responsibilities are to provide customized investment management, portfolio consultation, wealth structuring, financial planning, credit, estate and trust services to high-net worth clients. 

Before joining Bank of America, Scott’s experience includes various client focused and investment management roles in the financial services industry including; Investment Consultant at Charles Schwab, Trust Officer at U.S. Bank, Assistant Trader at Lehman Brothers and in Banking Operations at The Boston Company. 

Scott received his B.A. degree in economics from The University of Massachusetts and completed the Professional Education Program at The College of Financial Planning.  Scott holds the Chartered Financial Analyst® (CFA®) designation and the CERTIFIED FINANIAL PLANNER™ (CFP®) certification and is a member of the CFA® Society Boston.
 


*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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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.