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.
Stuart Beharry is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in Miami, Florida. 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 their goals and objectives, and working towards developing an appropriate overall strategy. Through his periodic reviews with clients, Stuart works with clients to monitor the appropriateness of the solutions he has implemented and evaluates their progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional advice and guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies - from risk based planning strategies to banking and lending needs.
Prior to joining Bank of America, Stuart worked as a portfolio manager and quantitative fixed income strategist for 17 years at AIG Investments in New York City, NY and Miami, FL.
Stuart earned his B.S. in mechanical engineering, his M.S. in international business, and his M.B.A. from the University of Miami. He is a CFA® charterholder and holds the CERTIFIED FINANCIAL PLANNER™ certification He is a member of the CFA® Institute, CFA® Society of Miami, and Financial Planning Association® (FPA®) of Miami.
Stuart is a veteran of the United States Marine Corps and a member of the Marine Corps League of Miami. Stuart also leads Bank of America’s Military Support Assistance Group in Miami, FL which supports various veterans’ programs around South Florida.
Stuart sits on the CFA Society of Miami Board of Directors, which is part of the CFA Institute, a global membership organization that awards the Chartered Financial Analyst designation and strives to lead the investment profession globally by setting the highest standards of ethics, education, and professional excellence.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
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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.