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.
Simon Bean is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in Portland, Oregon. Simon joined Bank of America Private Bank (formerly U.S. Trust) in 2016 and has more than 10 years of investment, financial planning, and retail banking experience. As a Portfolio Manager, Simon is responsible for the creation and administration of investment portfolios to help meet the long term goals and objective of private banking clients. Prior to the Private Bank, Simon had previously worked at JP Morgan, Morgan Stanley, and U.S. Bank.
Simon received his Bachelor of Science degree in finance from Portland State University and is a CFA® charterholder..
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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.