Elizabeth (Beth) Henderson is a Managing Director and Portfolio Manager at Bank of America Private Bank in New York, New York. In this role, she is responsible for creating and maintaining personalized investment strategies and advising on a broad range of wealth management services including trust administration, estate planning services, financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulate and implement potential strategies and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, she supports clients in navigating through virtually every market environment to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies from risk-based planning strategies to banking and lending needs. Previously, Beth was a Market Investment Executive for the Southern Connecticut region of Bank of America Private Bank.
Prior to joining Bank of America Private Bank (formerly U. S. Trust), she was a Managing Director in Investment Consulting at Rogerscasey based in Darien, Connecticut. Her clients included corporate pension plans, endowments and foundations as well as financial intermediaries. She was responsible for helping clients determine investment policy, portfolio construction, investment manager selection and monitoring as well as total portfolio monitoring. Beth began her financial career as an investment consultant with Bear Stearns working primarily with high-net-worth clients and Taft-Hartley retirement plans.
Beth received her B.A., with distinction, in history from the University of Virginia-Charlottesville, and her Juris Doctor with Faculty Honors from The Catholic University Columbus School of Law, Washington, D.C. She is a former member of the Virginia and District of Columbia bars.
Beth does not provide legal advice in her role at Bank of America Private Bank.
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.