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.
Tanisha J. Payton, CSRIC® is an Assistant Vice President and a Portfolio Manager at Bank of America Private Bank in Dallas, Texas. In this role, she is responsible for creating and maintaining personalized investment strategies, utilizing a broad range of wealth management services, including financial planning and wealth structuring. This includes assisting clients with establishing their goals and objectives and working towards developing an appropriate overall approach. Through ongoing and periodic reviews, Tanisha works with clients to monitor the appropriateness of the strategies she has implemented and evaluates their progress toward reaching the initial goals. In addition, she supports clients in navigating through changing market environments to provide traditional advice and guidance in the areas of asset allocation, tax-minimization, retirement, and multigenerational planning -- from risk-based strategies to banking and lending needs.
Prior to joining Bank of America Private Bank, she served as a Senior Client Relationship Manager, Risk and Control Consultant and Fixed Income Analyst at Vanguard, which gave her experience and insight into the wealth management needs of high-net-worth individuals and families, portfolio implementation, relationship management, risk analysis and asset valuations.
Tanisha obtained a Bachelor of Business Administration in Business Management from Temple University and a Master of Business Administration from Eastern University. She earned the Chartered SRI Counselor™ designation.
She is an active volunteer involved in several community activities, outreaches and developments, serving and supporting various community programs and initiatives.
Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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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.