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Shari L. Sanden

Senior Vice President, Portfolio Manager

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Professional Profile

Shari L. Sanden is a Senior Vice President and Institutional Portfolio Manager within the Institutional Investments group at Bank of America Private Bank.

Shari brings more than 25 years of experience in the investment industry to this role. She is responsible for the development and execution of clients’ investment objectives, which include strategic asset allocation, tactical asset allocation, manager selection, and portfolio construction. Shari focuses on both the short- and long-term needs of endowments, foundations, charitable trusts and donor advised funds, helping them obtain clarity about the financial implications of missions and investment strategies.

Prior to joining Bank of America in 2005, Shari worked for 11 years in asset management at Boston Financial Data Services.

Shari lives in Massachusetts with her husband and three children. She volunteers her time with Rhode Island Food Bank and Habitat for Humanity.  She is a member of the Inter-generational Employee Network, LEAD for Women Network at Bank of America and a member of the LGBTQ+ Pride Employee Ally Program.

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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.