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.
Skip Heaver is a Senior Vice President and Portfolio Manager with Bank of America Private Bank in Chicago, Illinois. Skip works closely with clients to determine their investment objectives, risk profiles, preferences, and timelines, developing tailored portfolios that reflect their unique needs. Consultative, he spends significant time with clients, helping them optimize the ongoing management of their investments relative to changing market conditions and their personal and professional priorities. He brings a seasoned perspective to periods of market volatility, providing clients with the information they need to make balanced and informed decisions.
Skip is adept at developing custom investment strategies that are aligned to each client’s values, interests, and circumstances. He offers in-depth knowledge of multiple assets, including individual stocks and bonds, index funds, and private offerings, such as those in hedge funds, private equity, and real estate. Skip works in concert with other members of a client’s Private Banking team, contributing to the efficiency and cohesiveness of their unified approach.
Skip joined Bank of America Private Bank in 2019. Prior to then, he was the Executive Director of Cozad Asset Management in Chicago, where he served as Portfolio Manager for more than four years. In this capacity, he was responsible for investment research and portfolio design for the firm’s high-net-worth clientele. Previously, he was a Portfolio Manager with BMO Private Bank, also in Chicago, where he worked for six years. He began his wealth management career in 2005.
Skip earned his M.B.A. from the Booth School of Business at the University of Chicago and his undergraduate degree from the University of Illinois at Urbana-Champaign. He is a CFA® charter holder and a CERTIFIED FINANCIAL PLANNER™ professional.
Skip resides in Chicago.
*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.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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.