Ryan Barclay is a Portfolio Manager at Bank of America Private Bank in the New York, New York office. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services, including investment planning and wealth strategy.
Ryan has over 15 years of industry experience. Previously, he served as a Portfolio Manager at Deutsche Bank, where he managed portfolios for ultra-high-net-worth individuals, trusts, and non-profits. In addition, Ryan was the manager for Deutsche's Socially Responsible Investment program at the private bank. Prior to that, he was a Senior Analyst with Ipreo.
Ryan Barclay graduated with a B.A. degree in economics from College of the Holy Cross and studied philosophy, politics and economics (PPE) at Oxford University. Ryan is a CFA® charterholder and is a member of the CFA® Institute and CFA® Society New York.
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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 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.