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.
Alva Carter-Hasan is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank in Stamford, Connecticut, with more than 15 years of trust and estate administration experience. Alva joined Bank of America Private Bank (formerly U.S. Trust) as a Senior Trust Officer in August 2011. She previously worked for J.P. Morgan, most recently as a Senior Fiduciary Officer in the Private Wealth Management Group.
Alva works with high-net-worth individuals and families to help ensure clients' trusts remain effective. She also strives to develop wealth planning and transfer strategies for clients.
Alva graduated from Howard University, cum laude, with a bachelor’s degree in business administration and a concentration in finance. Alva also has a Master’s in Business Administration from the University of Connecticut. Alva has also completed financial planning course studies through Kaplan University, and completed trust and estate administration course studies through the New York Banker's Association.
Alva also holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
Alva is a past board member and a volunteer with Junior Achievement of Greater Fairfield County, and she is also a council and board member of the Estate Planning Council of Lower Fairfield County.
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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.