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.
Steven (Steve) G Solomon
Managing Director, Portfolio Manager
Steve Solomon is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in Newport Beach, California. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential recommendations, and conducting periodic reviews to help clients monitor progress toward reaching their goals and strategies. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization strategies, retirement, and multi-generational strategies from risk-based strategies to banking and lending needs. Steve has over 20 years of wealth management experience.
Prior to joining Bank of America Private Bank, Steve worked as a portfolio manager at First Republic Bank. He also worked at Bank of the West and Wells Fargo as a portfolio manager.
Steve earned his B.A. degree in economics from Stanford University. He is a CFA® charterholder and is a member of CFA® Institute and Societies of Orange County and Los Angeles. Steve is a current committee member and past six-year member of the Board of Directors for the Foundation at Children’s Hospital of Orange County (CHOC). He also currently serves on the Board of Directors for the Merage Jewish Community Center (JCC) of Orange County. Prior to being a portfolio manger, Steve taught high school mathematics and played professional baseball with the Philadelphia Phillies.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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.