Susan L Gumbiner

Senior Vice President, Portfolio Manager

Professional Profile

Susan Gumbiner is a Senior Vice President and Portfolio Manager in the Houston office of Bank of America Private Bank where she assists high net worth individuals and families in the design and implementation of customized investment policies, strategic and tactical asset allocation and portfolio management. Her approach integrates Bank of America Private Bank's intellectual thought leadership with its open architecture platform of traditional and alternative investments.

Prior to joining Bank of America Private Bank (fomerly U.S. Trust) in 2010, she worked as an Investment Strategist at Citi Private Bank and Portfolio Manager/Securities Analyst for both Wells Fargo and Roger H. Jenswold & Company.

Susan graduated Phi Beta Kappa from Cornell University and holds a MBA degree from UCLA. She also holds the Chartered Financial Analyst® (CFA®) designation.

 

Chartered Financial Analyst® and CFA® are 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.

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.