Shaun Redgate
Shaun Redgate is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in Greensboro, North Carolina. A veteran portfolio manager with more than two decades of experience at the Private Bank, Shaun helps high-net-worth individuals and families with multiple generations of wealth to manage and grow their assets, in keeping with their distinctive goals, preferences, cash-flow needs, and risk tolerance. In addition to offering technical insight and a seasoned perspective on the capital markets, Shaun works in concert with a dedicated team of specialists at the Private Bank to uncover efficiencies in multiple areas, refining his investment approach within the context of his client’s needs and goals. Shaun and his team have significant experience advising clients before, during, and after liquidity events. Positioned at the nexus of these crucial procedures, he helps entrepreneurs and wealth creators capitalize on opportunities for the next phase in their lives, including charitable giving, legacy planning, and educating the next generation.
Since joining Bank of America Private Bank in 2003, Shaun has held various positions including Portfolio Analyst, Private Client Manager, Premier Client Manager, and Portfolio Manager Associate. He assumed the role of Portfolio Manager in 2013 and today he helps clients streamline the complexities that can accompany significant wealth by designing customized portfolios that reflect their unique circumstances, tax situations, and time horizons. Shaun graduated from the University of Virginia with a bachelor’s degree in economics. He holds the CERTIFIED FINANCIAL PLANNER® CFP® certification and the Certified Investment Management Analyst® (CIMA®) designation and is a member of the Investments & Wealth Institute®. Shaun lives in Greensboro with his wife and three sons. His outside interests include coaching youth sports, running, CrossFit, obstacle course racing, and being outdoors with his family whenever possible.
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 future growth, our commitment is to make your goals our priority. 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.