Presenter

Neal Elkin

Managing Director, U.S. Trust

Neal Elkin is managing director and senior portfolio consultant at U.S. Trust, Bank of America Private Wealth Management. In this  role, he is responsible for advancing the U.S. Trust® investments value proposition within the Northeast division. This includes  partnering with our high net worth clients, U.S. Trust advisors and portfolio managers in delivering on our broad investment  platform and services across Bank of America. He aligns macroeconomic, thematic and portfolio strategy levels with top of the  house thinking. Prior to joining Bank of America, Neal was a client portfolio manager responsible for coverage of the Private Bank for the Global  Fixed Income institutional business within JPMorgan Asset Management. Before that, he ran the client management team for  Global Access platform with the JPMorgan Private Bank where he orchestrated the successful merger of the Chase Strategic  Portfolios onto Global Access. Previously, Neal was the CFO of Real Capital Analytics (RCA) and then later, President of Real Estate  Analytics, LLC (an RCA spin-off). Prior to that, Neal began his career in JPMorgan’s Investment Bank, where he was responsible for  currency derivative sales and trading teams across Southeast Asia and served on the JPMorgan Asia-Pacific Executive Committee.  There he lead the credit default swaps product and structuring team within emerging markets fixed income. During this time, he  also created an index of emerging market sovereign credit default swaps. Neal earned his Bachelor of Science degree in Finance from the University of Virginia, McIntire School of Commerce.

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