Bryan Chitwood, Cfa Email and Phone Number
Bryan Chitwood, Cfa work email
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Bryan Chitwood, Cfa personal email
I believe that Private Wealth Management requires an advisor to view a client's financial picture with a complex and nuanced lens. Investment management, cash management, balance sheet optimization, estate and tax planning, cash flow analysis – these are not topics that can be reviewed in silos for a private client, but must be examined through an integrated approach.My ability to serve high net worth clients is rooted in three fundamental aspects of my career. First, I have a unique background which allows me to tackle challenging client situations and provide fresh ideas regarding financial strategies. With four years working on Wall Street as an investment grade bond analyst and local experience in Atlanta with an investment banking firm, I have a broad base of knowledge in the financial services industry. Second, my sixteen years of experience as a Private Client Manager with the same firm provides me with the business acumen to quickly assess client needs and find appropriate strategies for them. Third, I really enjoy my job. I am constantly meeting new and interesting people whether it is a business owner selling their company or a C-Suite executive looking at diversification options for their concentrated stock position. Each day brings new opportunities for me to work with successful individuals and their families.If I can be of assistance to you and your family, please reach out to me at 404-264-2849 or bryan.chitwood@bofa.com.*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Bank Of America Private Bank
View- Website:
- bankofamerica.com
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Private Client Manager, Managing DirectorBank Of America Private BankAtlanta, Ga, Us -
Private Client Manager, Managing DirectorBank Of America Private Bank Jun 2003 - Present -
Portfolio Manager, Vice PresidentBank Of America Private Bank Jun 2003 - May 2004 -
Summer Associate - Investment BankingSuntrust Robinson Humphrey May 2002 - Aug 2002 -
Investment Grade Bond AnalystJ.P. Morgan Aug 1997 - May 2001
Bryan Chitwood, Cfa Education Details
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Goizueta Business School - Emory UniversityMasters Of Business Administration, Mba -
Bachelor'S Degree
Frequently Asked Questions about Bryan Chitwood, Cfa
What company does Bryan Chitwood, Cfa work for?
Bryan Chitwood, Cfa works for Bank Of America Private Bank
What is Bryan Chitwood, Cfa's role at the current company?
Bryan Chitwood, Cfa's current role is Private Client Manager, Managing Director.
What is Bryan Chitwood, Cfa's email address?
Bryan Chitwood, Cfa's email address is br****@****ofa.com
What schools did Bryan Chitwood, Cfa attend?
Bryan Chitwood, Cfa attended Goizueta Business School - Emory University, Wake Forest University.
Who are Bryan Chitwood, Cfa's colleagues?
Bryan Chitwood, Cfa's colleagues are Katie (King) Gualtieri, Patricia Mwisa-Okoth, S. Ahmed, Nandini Domade, Morgan Giddens, Nikunj Pillewan, Molly Howard.
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