Tri Tran

Tri Tran is a financial professional currently serving as a Portfolio Management Senior Associate at Bank of America Private Bank, a position he held from February 2021 to September 2021. In this role, he was involved in managing investment portfolios and providing wealth management services to clients. Prior to this, he worked as a Portfolio Manager Associate at the same institution from February 2019 to February 2021.1

Professional Background

• Founder and Manager: Tran Partnership, LLC (2023 - Present)
• Vice President, Wealth Manager: BNY Mellon (October 2021 - October 2022)
• Portfolio Management Senior Associate: Bank of America Private Bank (February 2021 - September 2021)
• Portfolio Manager Associate: Bank of America Private Bank (February 2019 - February 2021)
• Vice President, Divisional Sales Performance Manager: Bank of America (February 2017 - November 2018)
• Assistant Vice President, Small Business Banking MBA Associate: Bank of America (June 2014 - February 2017)

Education

Tri Tran holds a Bachelor of Arts degree from the University of California, Davis, and an MBA from the University of Notre Dame - Mendoza College of Business.1

His extensive experience in portfolio management and wealth management reflects a solid foundation in finance and investment strategies, making him a valuable asset in his current role at Bank of America Private Bank.