Presenter

James Reichard

Managing Director, Market Investment Executive - Private Bank, Bank of America

James P. Reichard is managing director and a market investment executive at U.S. Trust, Bank of America Private Wealth Management.  In this role, Jim is responsible for determining the appropriate strategy, formulating and implementing investment management, fiduciary, credit and banking services for the North Carolina, South Carolina and Tennessee markets.  He leads, coaches and manages portfolio managers in helping clients establish goals and objectives, working towards developing an appropriate overall strategy, creating and managing solutions and helping clients monitor progress toward reaching their goals utilizing our broad range of wealth management services.  He is also responsible for creating and managing personalized investment portfolios by providing guidance in the areas of asset allocation, tax-minimization strategies, retirement and multi-generational planning strategies while helping clients navigate through changing market environments. Prior to joining Bank of America, Jim was at Wells Fargo Alternative Strategies Group as the national director. He was also at Wachovia serving in various leadership roles with Wachovia Wealth Management, Wachovia Trust Services and Wachovia Securities. Jim began his financial services career as a financial advisor with Prudential Securities.Jim earned his B.A. in Finance, summa cum laude, from Georgia State University and his M.B.A. from Emory University. He holds the CERTIFIED FINANCIAL PLANNER™  (CFP®) designation; holds the Chartered Alternative Investment AnalystSM (CAIASM) designation and is a Certified Investment Management Analyst® (CIMA®) designee.

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