James Wiltshire is a Senior Vice President and Portfolio Manager at Bank of America Private Bank. He works closely with a select group of individuals, families, and private foundations to help manage the financial complexities that come with wealth. His focus is on building investment strategies that are deeply personal and designed around each client’s goals, family priorities, tax landscape, and long-term vision.
James takes pride in being a steady, trusted advisor through all market conditions. With years of experience navigating changing economic cycles, he brings a calm and informed perspective that helps clients tune out short-term noise and stay focused on what matters most. His clients value not just his technical knowledge, but the way he communicates it with clarity, purpose, and a genuine desire to help them make smart, informed decisions.
Since joining Bank of America Private Bank in 2014, James has been a hands-on partner to the clients he serves, providing regular updates, thoughtful insights, and honest conversations. Before that, he began his career as an Associate Wealth Management Advisor at Northwestern Mutual, where he built a strong foundation in financial planning and client service.
He holds a Bachelor of Science in Business with a concentration in Finance from Virginia Commonwealth University. James 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 stays active with his wife and two boys. Whether it's running, travelling, chasing new adventures, or simply enjoying the little moments, he makes the most of each day with his family.
*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.