Sunil Bhide
Sunil Bhide is a Senior Vice President and Portfolio Manager at Bank of America Private Bank in New York, NY. He develops and manages customized investment portfolios for affluent individuals and families, integrating financial planning, wealth strategy, and risk management to align with each client’s goals and circumstances.
Sunil helps clients define priorities, design and implement tailored portfolios, and conduct ongoing reviews to measure progress. He provides comprehensive, tax‑aware advice across asset allocation, retirement planning, and multi‑generational wealth transfer, and he coordinates banking and lending solutions as needed—helping clients navigate changing markets with a disciplined, risk‑managed approach.
Prior to joining Bank of America Private Bank in 2018 (formerly U.S. Trust), Sunil was a Portfolio Manager at Wells Fargo, where he managed option overlay and hedging strategies. He previously served as Director of Portfolio Management at Varick Asset Management and held senior roles in sales and portfolio management at Credit Suisse Volaris. Sunil began his career at J.P. Morgan Private Bank as a portfolio analyst in 1997.
He earned a B.A. in economics from Binghamton University and is a CFA® charterholder. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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.