Blake Briscoe is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Kansas City, Missouri. Blake provides oversight, coordination, and guidance to high-net-worth individuals, families, and institutions, helping them advance their distinctive priorities and streamline multiple aspects of their wealth. Deeply committed to each client’s success, Blake develops long-term relationships that demonstrate his genuine interest in advancing client goals. Forward looking, he is adept in identifying possible points of friction within a client’s financial framework, devising thoughtful ways to smooth client momentum.
Blake interacts closely with clients who have had diverse paths to wealth, from business owners and entrepreneurs to senior executives and multi-generational families. He orchestrates initiatives that include pre- and post- liquidity event strategies, tailored portfolio design, trust and estate planning services, and access to custom credit. Blake also provides guidance to nonprofit organizations, endowments, and foundations, helping them pursue their mission fulfilment and organizational stability.
Blake has worked in investing and banking since 2010. Prior to joining the Private Bank, he served as Vice President of Business Development at Palmer Square Capital Management, where he focused on fixed-income strategies. Previously, he was the Vice President of Intermediary Sales for Scout Investments, where he applied his knowledge of both equities and fixed income. He earned his Bachelor’s degree in psychology from the University of Kansas and his M.B.A. from Baker University. He is a CIMA® professional focusing on investment management consulting.
Blake has served on the general board of KVC Health System.. He and his wife enjoy spending time with their active young family. On weekends, Blake can often be found on a soccer sideline or basketball gym as a volunteer coach.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.