Jeremy Breslin is a Senior Vice President and Senior Portfolio Manager with Bank of America Private Bank in Portland, Oregon. Drawing on two decades of financial services experience, he serves the distinctive portfolio management needs of high-net-worth clients and families with generational wealth in the Pacific Northwest, Silicon Valley and across the country. Jeremy has the acumen, insight, and perspective to navigate diverse markets and economic environments. Resolute and resourceful, he stays apprised of changing conditions in investment markets, regulations, and macroeconomic policy so he can be a steady hand and relay timely advice and guidance. A proponent of long-term financial planning, Jeremy believes that there is no substitute for a carefully considered, disciplined investment approach grounded in careful research and industry analysis. He welcomes the opportunity to deliver personalized attention and proactive portfolio management to help clients design and implement tailored investment strategies that align with their unique objectives, time horizons, risk tolerance, income planning, cash flow needs, and tax situations. Prior to joining the Private Bank in 2006, Jeremy worked for AXA Advisors as a financial consultant for three years. Some of his many roles within the Private Bank include helping ultra-high-net-worth families and institutions with portfolio analytics and institutional consulting within the Chief Investment Office in New York City. He also helped develop a risk monitoring process for the Private Bank before becoming a portfolio manager in 2019. Jeremy earned his Bachelor’s degree in business administration from the University of Oregon. He holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the CFA Society of San Francisco. Jeremy and his wife live in Portland, Oregon, where they are raising their two young daughters. Away from the office, he enjoys exploring wineries, traveling, cooking, hiking, and playing golf.CFA® and Chartered Financial Analyst® are registered trademarks 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 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.