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.
Todd Glosson is a Managing Director and Senior Institutional Portfolio Manager within the Institutional Investments group at Bank of America Private Bank based in Raleigh, North Carolina. In this role, he is responsible for developing and executing the investment approach that may best assist clients’ short- and long-term goals. This includes the planning and management of customized solutions by leveraging the Private Bank’s broad range of investment management services and Bank of America affiliates; identifying opportunities that shape portfolios and long-term investments through consulting and advisory services; by providing guidance on asset allocation to help meet unique objectives; and by researching market ideas and building investment portfolios by navigating in today’s evolving markets.
Prior to joining Bank of America, Todd worked at Fidelity Investments within the portfolio analysis and consulting services team. He also was a portfolio manager and analyst at Fleet Investment Advisors and managed the Fleet Equity Growth Common Trust Fund. He began his career as analyst for the consumer staples sector.
Todd earned a B.A. in history and religion at Duke University, and an M.B.A. at the Babcock Graduate School of Management at Wake Forest University.
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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.