Raj Vohra is an Assistant Vice President and Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services.
Raj works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment management strategy, formulating potential solutions, and conducting periodic reviews to help clients oversee progress toward reaching their objectives.
Raj joined the Private Bank in 2022 as a Portfolio Management Associate. In that role, he assisted five portfolio managers in researching, developing, and delivering personalized investment strategies for clients. Prior to joining Bank of America Private Bank, he worked in the Private Client Division at Oppenheimer & Co Inc. helping give him experience and insight into the wealth management needs of high-net-worth individuals and families.
Raj obtained a bachelor’s degree in economics from Brandeis University and a master’s degree in finance from Brandeis International Business School. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, awarded by the Certified Financial Planner Board of Standards.
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 making 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.