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.
Anthony Perrotta is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Charlotte, North Carolina. Anthony works closely with high- and ultra-high-net-worth clients to assess their needs and interests, and then coordinate the resources to advance their objectives, enterprise wide. He orchestrates effective communication across a client’s Private Bank team, fostering the highest levels of diligence and responsiveness. A natural relationship builder, Anthony offers an intuitive understanding for people and their priorities, treating clients with courtesy and professionalism.
As a key point of client contact, Anthony serves as a central resource for clients and their families. He is skilled in helping clients navigate the opportunities and offerings at their disposal, smoothing their path toward meaningful objectives in growing, preserving, and transferring their wealth. An experienced liaison, Anthony is also adept in following through on client requests, directing cohesive action across a team of specialists. He enjoys working with multiple generations of client families, nurturing their development as capable and informed stewards. He facilitates custom credit solutions, investment strategies, trust and estate planning services and traditional banking.
Anthony joined Bank of America Private Bank (formerly U.S. Trust) in 2009 and has worked in lending, retirement solutions and the local market organization within Bank of America. Prior to that he was with subsidiaries of Lehman Brothers and Barclay’s Capital. Anthony began his career in financial services in 1998 with Merrill.
Anthony graduated from St. Thomas Aquinas with a bachelor’s degree in finance. He later went on to pursue his Master in Business Administration, attending the Lubin School of Business at Pace University. He holds the CERTIFIED FINANCIAL PLANNER™ certification, earned the Chartered Retirement Planning Counselor™ designation, the Chartered Retirement Plans Specialist™ designation.
Anthony is a member of Bank of America’s Charlotte chapter of the Inter-Generational Employee Network. In his free time, he enjoys volunteering and supporting local communities.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo and Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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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.