At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Senior Vice President, Private Client Manager
Adrienne Schwartz is a Senior Vice President and Private Client Manager at Bank of America Private Bank in San Diego, CA. She works with a team of wealth management professionals to help guide and carry out the elements of her high-net worth clients financial strategies – including individuals, multi-generational families, business owners and philanthropists -- on investment management, wealth transfer, credit, trust and estate planning services, as well as daily liquidity and servicing needs. She can also coordinate with internal partners to leverage the capabilities of the Bank of America enterprise to offer clients access to banking, credit and lending opportunities.
Adrienne has worked in the financial services industry for 10 years. Prior to joining Bank of America Private Bank, she served as Vice President at Bank of America Commercial Real Estate Bank. In her role she managed commercial acquisition by underwriting bridge, and term loans for real estate developers, investors, and REITs. She managed one of the largest real estate portfolios in the Southern California market - in excess of $1.1B in loan commitments. Her commercial banking experience gives her insight into the specialized credit needs of some of her clientele.
Adrienne Schwartz earned her Master of Business Administration from the University of San Diego, and her Bachelor of Science in Finance from the University of Colorado, Boulder. Adrienne also volunteers with one of Bank of America's employee networks which is dedicated to promoting professional women's development throughout the company.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
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 families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.