Keith Guido, CFP®, CAIA®, is a Senior Vice President and a Senior Portfolio Manager at Bank of America Private Bank in Scottsdale, Arizona. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Keith works with individuals, families and institutions, helping them manage their assets in keeping with their distinctive goals, risk tolerance, and individual circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.
Prior to joining Bank of America Private Bank, he served as Senior Portfolio Manager at Wells Fargo Private Bank helping give him experience and insight into the investment management needs of high-net-worth individuals, families and institutions. Previously, he was a Senior Portfolio Manager with The Vanguard Group partnering exclusively with institutional investors such as endowments, foundations and corporations.
Keith Guido obtained a Master of Science in finance from University of Michigan-Dearborn, and a Bachelor of Science in business administration from SUNY Fredonia. Keith is a CFA® charterholder and holds the CERTIFIED FINANCIAL PLANNER™ certification.
Over the years he has been active in several charitable and non-profit organizations across the country. Keith resides in Scottsdale with his wife, Michele, and daughter, Valentina.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment AnalystSM Association.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.