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.
Amy Shannon is a Vice President and Private Client Manager with Bank of America Private Bank in New York, New York. Amy works closely with an accomplished clientele, providing them with strategic advice, diligent service, and reliable follow-through. She helps to facilitate clear progress toward client priorities, advancing effective communication across the members of a client’s Private Bank team. Empathetic by nature, Amy is gratified to help clients address meaningful issues in their lives and legacies, resulting in a client experience that is distinctive in its warmth and customization.
Amy joined Bank of America Private Bank (formerly U.S. Trust) in 2013 and has steadily taken on additional responsibilities. Most recently, she served as Vice President and Strategy Execution Lead for the firm’s Employee Advancement and Development Team, where she oversaw strategic enhancements to the Analyst, Associate, and Intern programs. Previously, Amy was an Assistant Vice President within the Private Client Advisor Development Program, a role that required extensive collaboration with senior leadership across the organization. Earlier in her career, Amy served in business development and relationship management, allowing her to gain first-hand exposure to the distinctive needs of ultra-high-net-worth clients.
Amy earned her B.A. in Political Science from Lafayette College. During her undergraduate tenure, she held internships with both Merrill and the Private Bank, providing her with knowledge of multiple business lines. This connectivity, she believes, helps her to pinpoint effective resources that align with client interests and needs.
Since 2016, Amy has volunteered with iMentor, a nonprofit organization that matches underserved high school students with committed adults who provide sustained support, guiding students on a path to college admission.
Amy lives in New York City.
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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.