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.
William (Todd) Westerburg
Managing Director, Portfolio Manager
W. Todd Westerburg, CAIA®, is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank in Dallas, Texas. In this role, he is responsible for creating and maintaining customized investment strategies for individuals and families in addition to foundations, endowments and non-profit organizations. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall plan, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, fiduciary investment selection, portfolio construction and optimization, and monitoring.
Prior to joining the Private Bank, Todd managed alternative investments for two Dallas-based family offices in addition to working at Bear Stearns in New York City.
Todd earned his Masters in Business Administration, with a concentration in finance, from The Cox School of Business at Southern Methodist University and an undergraduate degree from The University of Texas at Austin. Todd is a CFA® charterholder, a CIMA® professional focusing on investment management consulting, and a Certified Private Wealth Advisor® professional.
Todd resides in Dallas with his wife and two daughters. Moreover, he is very active in the community and currently serves on the Board of Directors of Big Thought.
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
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.