Stephen Ross

Managing Director, Portfolio Manager

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Professional Profile

Steve Ross is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in San Diego, California. In his role, Steve is responsible for understanding clients’ unique investment objectives in order to provide integrated investment guidance and portfolio management services to high-net-worth clients.

Steve joined Bank of America Private Bank (formerly U.S. Trust) in 2014 and has more than 25 years of experience as an investment professional. Prior to joining Bank of America Private Bank, Steve was a Director and Senior Portfolio Manager for BlackRock, where he managed money for high-net-worth clients. Previous to that, Steve was a Partner, Executive Committee Member and Lead Portfolio Manager at Nicholas Applegate where he was responsible for the entire Separately Managed Account platform.

In addition to Steve’s work in the industry, he is passionate about education and was the Executive in Residence for the College of Business at San Diego State University for five years.  He is currently a lecturer at UCLA where he teaches an economics course. Steve graduated from San Diego State University with a bachelor’s degree in marketing.

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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.

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.