Andrew Webb

Vice President, Private Bank Private Client Associate

Professional Profile

Andrew Webb is a Vice President and Private Client Associate with Bank of America Private Bank in Albany, New York. He works closely with successful individuals and families to help simplify their complex and sophisticated financial lives. Dedicated to developing an in-depth understanding of their wealth management needs and preferences, Andy takes great satisfaction in his ability to serve as a resource to bring the extensive, global capabilities of Bank of America to his clients and their families. 

He and his team, which consists of wealth strategists, trust officers, banking and credit specialists, and portfolio managers, have extensive knowledge working with business owners and corporate executives. In addition to providing guidance on their retirement or the sale of their business, Andy is driven to provide clients with a tailored wealth management approach that addresses the entirety of their financial lives.

After beginning his career in the financial services industry in 2005, Andy joined Merrill as a financial advisor in 2011. He later became a financial solutions advisor for Merrill Edge in a Bank of America center and was promoted to market leader in upstate New York, where he oversaw the production of approximately 25 advisors in the region. Andy joined Bank of America Private Bank (formerly U.S. Trust) in 2019.

An avid supporter of his local community, Andy serves as a Trustee at the Albany Institute of History and Art. He and his wife have two young sons. As a former golf instructor, Andy thoroughly enjoys playing and teaching the sport.

EDUCATION

  • Arlington High School

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Craig C Chenevert

Senior Trust Officer

518.626.2763

Doug Carnahan

Portfolio Manager

518.626.2084

Rocky Fittizzi

Wealth Strategies Advisor

518.626.2766

Shawn Nash

Portfolio Manager

518.626.2097

William Heslin

Trust Officer

518.626.2767

Key Contacts

Lisa Smalley

Private Banking Associate II

518.626.2734

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

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.