Sign In
Get Clay Free →

Suggestions

    Harlan Thompson, CFA

    Managing Director, Sr Portfolio Manager at Bank of America Private Bank

    Harlan Thompson, CFA, is an accomplished professional with a strong background in finance and wealth management.

    He holds a Master of Business Administration (MBA) in Finance and Financial Management Services from the University of Southern California, complemented by a Bachelor of Science (BS) in Industrial Engineering from Oregon State University.

    Throughout his career, Harlan has held key roles in various prestigious organizations, showcasing his expertise and leadership abilities.

    His previous positions include Managing Director and Senior Portfolio Manager at Bank of America Private Bank, Chief Investment Officer at Holly Street Wealth, and Senior Vice President at Northern Trust, Capital Group, and US Trust.

    Harlan Thompson has also contributed to the academic sphere as a Corporate Advisory Board Member at USC Marshall School of Business and served on the Board of Directors at Wedbush Securities.

    His extensive experience encompasses roles such as Investment Counsellor at Capital Group, Managing Director at Provident Investment Counsel, and CIO for the Western Region at US Trust.

    As a Chartered Financial Analyst (CFA), Harlan's expertise and insights have made a significant impact in the financial industry, solidifying his reputation as a seasoned professional.

    With a diverse skill set and a deep understanding of investment strategies, Harlan Thompson continues to be a respected figure in the world of finance.