Alex Y Li

Vice President, Private Client Manager

Professional Profile

Alex Li is a Vice President and Private Client Manager with Bank of America Private Bank. He joined the Private Bank in April 2015 with over 16 years of experience in the financial services industry.  As a Private Client Manager, Alex is the primary point of contact for existing clients. He is responsible for maintaining and deepening existing and newly developed client relationships and helping to ensure a professional and personal client experience.  His main objectives are to listen to clients to help identify their needs, provide guidance and coordinate with the appropriate representatives of the Private Bank platform to support each client’s overall wealth strategy.  

Prior to joining Bank of America Private Bank, Alex was a Vice President and Senior Associate Banker with Citi Private Bank where he gained extensive experience working with individuals, families, small businesses, private foundations, hedge funds and private equity firms.  For over a decade, Alex partnered with Private Bankers and Product Specialists to deliver holistic advice and highly customized strategies designed to help meet the needs of clients in the Ultra High Net Worth group.

Alex earned his undergraduate degree from Carnegie Mellon University in Pittsburgh, PA with a double major in Architecture and Industrial (Business) Management. 

EDUCATION

  • Carnegie Mellon University

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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.

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.