At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Stephen D. Woodruff is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in West Hartford, Connecticut. With more than three decades of investment and portfolio management experience, he serves the needs of private business owners, corporate executives, and families with generational wealth. He enjoys developing lasting relationships with them, growing together as their priorities evolve and engaging with the next generation of their families.
Over the course of his career, he has witnessed numerous market and economic cycles. A hallmark of his approach is his attentive listening and frequent communication with clients, always keeping an eye on their goals, risk tolerance, and time horizon. With a passion for finance and the markets, Stephen strives to translate the complex principles of investing into easily understood concepts. He begins each relationship with a thorough discovery process into exactly what clients hope to accomplish with their investment portfolios.
Prior to joining Bank of America Private Bank and its predecessor banks in 1988, Stephen was an Account Executive with Kidder, Peabody, & Company in Hartford, managing investment portfolios for high-net-worth clients.
Stephen and his wife have two adult children. When not serving the needs of his clients, he enjoys watching and playing a variety of sports, reading, traveling, and spending time outdoors.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
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 for future growth, our commitment is to make your goals our priority.