James Wiltshire
James Wiltshire is a Senior Vice President and Portfolio Manager at Bank of America Private Bank, where he builds long-term relationships with the clients he works with, often across multiple generations, helping them navigate the evolving responsibilities of wealth. His focus is on building investment strategies that are centered on each client’s goals, priorities, and what they're trying to achieve.
James is a steady presence for clients across market cycles, helping them stay focused on their long-term plans rather than short-term noise. His communication is clear and direct, with an emphasis on practical, well informed decisions. He keeps the focus on what can be controlled and avoids unnecessary complexity. That discipline helps clients stay on track through changing conditions.
Since joining Bank of America Private Bank in 2014, James has taken a consistent, hands on approach, developing long standing relationships with the clients he works with. He remains closely engaged through regular conversations, thoughtful insights, and a steady approach to managing portfolios over time. Earlier in his career, he was an Associate Wealth Management Advisor at Northwestern Mutual, where he developed a strong foundation in financial planning and client service, an approach that continues to shape his work today.
James holds a Bachelor of Science in Business with a concentration in Finance from Virginia Commonwealth University. He holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Outside of work, James enjoys staying active with his wife and their two boys. Much of his time is spent on the move, whether that’s running, traveling, or finding new places and experiences to share together. He values the balance that comes from stepping away from the day-to-day and making time for family, and he makes a point to appreciate both the bigger adventures and the everyday moments along the way.
*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
*Asset allocation does not ensure profit or protect against loss in declining markets.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
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.