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Shawn Nash

Vice President, Portfolio Manager

Professional Profile

Shawn Nash is a Vice President and Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized strategies utilizing a broad range of wealth management services including financial planning and wealth strategy.  This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth.   In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risked-based strategies to banking and lending needs.

Prior to joining  Bank of America Private Bank (formerly U.S. Trust) in 2018, Shawn worked as an investment analyst at The Ayco Company where he managed investment portfolios for the firms Trust Advisory division.  He has also worked in investment advisory positions at Morgan Stanley Wealth Management and Fidelity Investments, where he addressed the financial needs of high net worth individuals, families, and businesses.

Shawn earned his Bachelor’s degree in Economics with additional studies in Business from the State University of New York at Albany. He has been active in the community through involvement in Habitat for Humanity and Junior Achievement within the greater Albany area.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.