Rafika Shibly is a Senior Vice President and a Portfolio Manager at Bank of America Private Bank. In this role, she is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Rafika works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.
Rafika has more than 15 years of experience in financial services and investments. Prior to joining Bank of America Private Bank, she served as Investment Counselor at Citi Private Bank. Previously, she was an Investment Strategist with Parametric focusing on tax-managed investing and ESG. She also spent two years in Indonesia teaching English at Wall Street Institute.
Rafika earned a bachelor’s degree in business administration with a concentration in finance and a minor in mathematics from The George Washington University. She holds the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations.
Rafika lives in Seattle with her husband and children, and together they enjoy spending time outdoors including soccer, running, biking, and skiing. She also enjoys baking, coffee, and following Seattle sports teams.
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 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.