Taylor Lipsett

Vice President, Portfolio Manager

Professional Profile

Taylor Lipsett is a Portfolio Manager at Bank of America Private Bank in Dallas, TX. He works closely with a Trust Officer, often as the primary point of contact, depending on clients’ needs and preferences. His main objectives are to listen to clients, help identify their needs, provide advice and guidance and coordinate with the appropriate representatives of the Private Bank platform of extensive resources to support each client’s overall wealth strategy. He helps assess investment needs and objectives, suggests investment and portfolio strategies, and helps monitor wealth management activity. Together, we help determine asset allocations that incorporate your objectives, time horizon, risk tolerance, legacy and wealth transfer, as well as your charitable needs.

Taylor joined Bank of America 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.
 
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.

He currently serves on the Board of Directors and the Executive Committee for USA Hockey, and he is an active member of the Dallas Stars Sled Hockey Club, which provides children, adults, and wounded Veterans with lower limb disabilities the opportunity to play the sport of ice hockey.

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.