James Clark is a Managing Director and Senior Trust Officer with Bank of America Private Bank in Boston, Massachusetts. Jim works with a team of professionals to provide wealth management and estate planning guidance to individuals and families. As a Senior Trust Officer, Jim's focus is the implementation and ongoing technical administration of multi-generational estate plans for high-net-worth families.
He has been with Bank of America since 1990, starting at Shawmut Bank, a Bank of America legacy bank. After two years as a Trust Operations Specialist, Jim moved to the firm’s wealth management business and has held several positions within Bank of America. Jim received a BA from Middlebury College and an MBA from the F.W. Olin Graduate School of Business at Babson College. He holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers, and holds the CERTIFIED FINANCIAL PLANNER® certification.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® 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.