Tom A Tagliarini

Senior Vice President, Portfolio Manager

Professional Profile

Tom Tagliarini is a Senior Vice President and Portfolio Manager with the Tampa office of Bank of America Private Bank.  In this role, Tom is responsible for developing and executing the investment approach that may best assist clients short and long‐term goals, which includes the planning and managing of customized strategies by leveraging the Private Bank’s broad range of investment management services; identifying opportunities that shape portfolios and long‐term investments through consulting and advisory services; providing guidance to allocate assets to help meet unique objectives; and, by researching market ideas and building investment portfolios in navigating today’s evolving markets. 

Prior to joining Bank of America Private Bank (formerly U. S. Trust) in 2010, Tom was with SunTrust Bank in Tampa, Florida where he spent more than twenty years as a Senior Vice President and Senior Portfolio Manager in the Private Wealth Management Division.  While at SunTrust, Tom was responsible for managing several of the office’s largest and most sensitive relationships which included both tax exempt entities and ultra-high net worth families. Prior to joining SunTrust, Tom was a financial advisor for a major brokerage firm in Tampa, Florida.

Tom holds a Bachelor of Arts degree in Finance from the University of South Florida.  Additionally, he has earned the right to use the Chartered Financial Analyst (CFA®) designation and is a member of The CFA® Institute and CFA® Tampa Bay, Inc.


*Chartered Financial Analyst and CFA® are registered trademarks owned by CFA® Institute.

 

 

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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.

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.