EntreWealth

Investment manager selection and alternative investment access at EntreWealth fall under Bank of America Private Bank's broader institutional advisory team, led by John Waldron as co-head. The platform does not employ dedicated portfolio managers who run proprietary funds; instead, it sources and vets third-party managers — private equity firms, hedge funds, real estate operators — and allocates client capital into approved vehicles. Final investment decisions rest with each individual family, with EntreWealth serving as gatekeeper and operational facilitator.

EntreWealth is a dedicated operating unit wholly inside Bank of America Private Bank. It has no separate legal entity status or stand-alone investment-adviser registration. Client assets flow through Bank of America's custody, brokerage, and credit platforms, and advisors are employees of the bank. The unit draws on the bank's broader infrastructure — including its Global Wealth and Investment Management division — for manager research, legal, tax compliance, and trust services.

EntreWealth encourages co-investment participation where it can reduce fee drag for client families — families invest alongside established general partners on a deal-by-deal basis rather than committing to a new fund vehicle. The bank sources these opportunities through existing institutional relationships; co-investment terms mirror those of the lead investor, with no additional platform carry charged to participating families.