Timothy Clark, CFA, CAIA® is a Senior Portfolio Manager for Bank of America Private Bank in Seattle, Washington. In this role, he is responsible for managing customized investment portfolios across a broad range of asset classes; Timothy advises families in the areas of asset allocation, tax minimization, and multi-generational planning. Additionally, he serves as an Institutional Portfolio Manager helping endowments, foundations, and corporations with their unique needs including outsourced-CIO (OCIO), liquidity management, and liability matching.
Prior to joining the Private Bank in 2025, Timothy served as a Senior OCIO Advisor for the West Region at PNC Institutional Asset Management advising corporations, defined benefit plans, endowments, and foundations. Preceding PNC, he was Chief Investment Officer at Fulcrum Capital LLC, a Registered Investment Advisor in Seattle. Born and raised in Calgary, Alberta, Canada, Timothy earned his Bachelor of Commerce (Finance) from the Haskayne School of Business at the University of Calgary. He also holds the Chartered Financial Analyst® and Chartered Alternative Investment Analyst designations. Timothy resides in Newcastle, WA with his wife, two children, and black labrador retriever.
CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute.
CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
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.