James Powlesland is an Assistant Vice President and Private Client Manager at Bank of America Private Bank in Boston, Massachusetts. Organizing a team of specialists with the support and access of the extensive resources of the global enterprise, he addresses the wide-ranging and complex wealth management needs of senior-level executives, entrepreneurs, business owners and generations of families.James and his team provide clients with customized lending, banking and investment management solutions, as well as trust and estate planning services, and philanthropic strategies. As their primary contact, James encourages thoughtful conversations with clients that help him identify their needs, provide guidance, and coordinate with the appropriate professionals within the Private Bank. James enjoys hearing about his clients’ diverse paths to success, the bumps they’ve experienced along the way and what brings them joy.Prior to joining Bank of America Private Bank in 2021, James was a Financial Solutions Advisor at Merrill, acquiring the knowledge and skills to address the complex financial needs of high- and ultra-high-net-worth individuals and families. James obtained a B.Sc. in finance and marketing with a minor in biology from Boston College and a M.Sc. in finance from Georgetown University. James also holds the CERTIFIED FINANCIAL PLANNER® certification. Raised in Athens, Greece, James enjoys spending his free time with family and friends, kayaking, and experiencing different cultures through travel.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.