As the president of Bank of America Private Bank and a member of Bank of America’s executive management team, I lead teams of sophisticated financial experts who serve a wide range of clients, from families managing wealth across several generations to business owners, entrepreneurs and other creators of first-generation wealth.
Helping families make the most of their wealth in all aspects of their lives is what we do. We understand that wealthy families have multiple, often-overlapping goals, including preserving their wealth, building a legacy that transcends time and sharing their wealth with the next generation. We are able to leverage the many services of Bank of America, one of the world’s leading financial institutions, and can call upon our colleagues and affiliates to assist us in providing clients with the exceptional level of service they need and expect.
Our focus on service is the reason why the Private Bank has among the highest level of trust assets under management. We trace our roots back to the United States Trust Company of New York, which was started in 1853 by some of New York’s wealthiest families who sought better management of their philanthropic efforts. Bank of America’s history goes back even further and includes important moments in our nation’s history. We will continue to build on this heritage to provide our clients with the highly personalized strategies and capabilities they have come to expect from us.