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 Holmes is a Vice President and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. With more than 25 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 Private Bank, 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 is a CFA® charterholder, holds the Certified Financial Planner™ certification, and is a member of the CFA® Society Boston.
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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.