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.
Taylor Lipsett is a Vice President and Portfolio Manager at Bank of America Private Bank in Austin/San Antonio, Texas. In this role, Taylor’s main objectives are to listen to clients, help assess their investment needs and goals and create and maintain personalized investment solutions. He then helps monitor their overall wealth management strategy based upon the client’s risk tolerance, time horizon and liquidity needs. He is a member of a Private Bank team, who together assist the clients in all facets of their financial wellbeing including tax-minimization, retirement and multi-generational planning, banking and lending needs.
Taylor joined Bank of America Private Bank (formerly U.S. Trust) in 2008 and has held a number of different roles within the firm during his tenure including positions within the oil & gas and mutual fund trading groups. His decade-plus tenure at Bank of America Private Bank has given him significant experience and insight into the wealth management needs of high-net-worth individuals and families, as well as the solutions offered by Bank of America Private Bank to help meet those needs.
Taylor Lipsett obtained a bachelor’s degree in finance from Southern Methodist University’s Cox School of Business and an M.B.A. from The University of Texas at Dallas’s Naveen Jindal School of Management.
After concluding a 10 year athletic career on the U.S. Paralympic Ice Hockey team, which included trips to three Winter Paralympic Games (where he won a Bronze Medal in 2006 and back-to-back Gold Medals in 2010 & 2014), he was elected to, and currently serves on, the Board of Directors USA Hockey. He also serves USA Hockey as the discipline rep for Paralympic Ice Hockey, with the goal of starting and growing hockey programs around the country who provide children, adults, and wounded veterans with lower-limb disabilities the opportunity to play the sport of ice hockey
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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.