Harlan Thompson, CFA

Harlan Thompson, CFA, is a Managing Director and Senior Portfolio Manager at Bank of America Private Bank, based in Pasadena, California.1 He has extensive experience in the financial industry, spanning over 25 years.2

Career Highlights

• Current Role: Managing Director, Sr Portfolio Manager at Bank of America Private Bank (since May 2019)1
• Previous Positions:
  • Chief Investment Officer at Holly Street Wealth (2015-2017)
  • SVP, Senior Investment Officer at Northern Trust (2011-2014)
  • SVP, Investment Counsellor at Capital Group (2006-2011)
  • CIO, Western Region at US Trust (2003-2006)
  • Managing Director at Provident Investment Counsel (1991-2003)1

Education and Certifications

• MBA in Finance and Financial Management Services from the University of Southern California (1982-1984)
• BS in Industrial Engineering from Oregon State University (1974-1978)
• Chartered Financial Analyst (CFA) certification1

Additional Roles

• Corporate Advisory Board Member at USC Marshall School of Business (since 2013)
• Former Member of the Board of Directors at Wedbush Securities (2018-2019)13

Harlan Thompson specializes in providing clients with core investment management and asset allocation consulting services for complex investment and wealth transfer objectives.2 His expertise encompasses portfolio management, investment strategies, and comprehensive wealth management for high-net-worth individuals and families.12