Geoffrey C. Sipes is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank. In this role, he is responsible for managing investment portfolios for Private Bank clients in the greater Washington, D.C. market. He creates and maintains personalized investment strategies utilizing a broad range of wealth management services including financial planning and wealth strategy. 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 helping 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 asset allocation, tax minimization strategies, retirement, and multi-generational strategies from risked-based strategies to banking and lending needs. Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2009, Geoffrey served as chief financial officer for a family office in Maryland. Previously, he was a financial advisor with Charles Schwab and held senior private banking positions with Bank of America Private Bank and Credit Suisse. Geoffrey earned his Bachelor of Science degree, cum laude, from University of Maryland, and his master’s degree in business administration with a concentration in finance from the Sellinger School of Business at Loyola University Maryland. He is also fluent in Spanish. Geoffrey does not provide tax advice in his role at Bank of America Private Bank.