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.
Andrea Carlin is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Boston, Massachusetts. Supported by the global enterprise and working alongside her team of advisors and dedicated specialists, Andrea assists clients with a wide range of wealth management needs – including private banking and customized credit solutions.
Leveraging her more than 20 years of experience, Andrea has established enduring relationships with successful business owners and entrepreneurs, corporate executives and generations of their families. Among her objectives are helping clients preserve and insulate their wealth, and educating "the next generation" on the responsibilities of managing it.
Her past and present volunteer efforts have focused on children, education and the arts. Currently, she works with uAspire in Boston – a nonprofit organization that aims to ensure that all young people have the financial information and resources necessary to find an affordable path to and through college. She also serves on the firm’s Upper New England Market Enterprise Council committee, working to engage colleagues in volunteer efforts. In addition, she is active in the arts communities of Massachusetts and New Hampshire.
Andrea holds a Bachelor’s degree in economics from the College of the Holy Cross and an M.B.A. from Babson College, where she graduated magna cum laude. An avid reader and the proud mother of three adult daughters, Andrea has recently taken up golf and sailing. She resides in Andover, Massachusetts.
- Babson College
- College of the Holy Cross
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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.