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 (Bill) Patzer, CFA, is a Senior Vice President and Senior Portfolio Manager at Bank of America Private Bank in Atlanta, Georgia. In this role, he is responsible for developing and implementing comprehensive investment strategies for clients with complex financial needs. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, 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 tax-minimization, retirement, and multi-generational strategies from risk-based approaches to banking and lending needs. In constructing portfolios, he seeks to optimize the balance of return and risk by utilizing our broad range of investment options across multiple asset classes, from fully liquid investment vehicles to private investment funds. Bill works closely with clients’ external advisors, such as attorneys and accountants, as well as the broader Private Bank team to access a wide range of resources, capabilities and specialists across the Bank of America enterprise.
Prior to joining the Private Bank, Bill served as a portfolio manager for ultra-high-net-worth clients at an independent Registered Investment Advisor, after having spent 18 years as a portfolio manager and analyst on global and international equities strategies for institutional clients. Bill earned his B.A. degree in religion from Haverford College and his M.B.A. from Stanford University Graduate School of Business, and is a CFA® charterholder*. He is an avid runner and mountain biker.
Chartered Financial Analyst® and CFA® are registered trademarks of the 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.