William (Todd) Westerburg

Managing Director, Private Client Advisor

Professional Profile

W. Todd Westerburg, CFA®, CAIA®, CIMA®, CPWA® is a Managing Director and Private Client Advisor with Bank of America Private Bank in Dallas. Todd provides customized advice and guidance to ultra-high-net-worth families and nonprofit institutions, supporting them in growing and stewarding their wealth more effectively. Todd leads a team of Private Banking specialists who work in concert to uncover possible efficiencies in multiple disciplines, including wealth structuring, investment management, asset financing, banking, philanthropy, and nonprofit advisory services. Client-focused, Todd is resolute in pursuing the long-term well-being of the families and institutions he serves. He offers the knowledge and insight of a seasoned team leader, directing the interplay of strategies and tactics designed to advance steady progress toward client objectives.

Todd has worked at Bank of America since 2010. Prior to joining Bank of America, he managed alternative investments for two Dallas-based family offices in addition to working at Bear Stearns in New York City. He received his M.B.A. from Southern Methodist University and undergraduate degree from The University of Texas at Austin. Todd also holds the following professional designations: Chartered Financial Analyst® (CFA®), Chartered Alternative Investment Analyst® (CAIA®), Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®). Committed to ongoing professional development, he is a member of the CFA Society of Dallas-Fort Worth and the Investments & Wealth Institute™ (The Institute).

Todd resides in Dallas with his wife and two daughters. Todd was recently selected to join the Leadership Dallas Class of 2024 and he is very active in the community and supports several charitable organizations.

*CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute.
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association.
*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.

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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.