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.
Ashten Petry is a Managing Director and Portfolio Manager at Bank of America Private Bank in Boston, Massachusetts. In this role, he is responsible for creating and maintaining personalized investment solutions incorporating asset allocation, tax minimization, retirement, multi-generational and philanthropic strategies. This begins with helping clients establish their goals and objectives, developing an appropriate overall approach and formulating efficient advice and guidance. Conducting regular reviews to monitor progress and supporting clients as they navigate through difficult markets is an essential responsibility.
Ashten has been servicing high-net-worth clients and institutions since 2010. Ashten began his career at Bank of America Private Bank in its trust and wealth strategies divisions, providing estate planning and wealth structuring guidance to his clients. Following his time with wealth strategies, Ashten joined the Private Bank investment division in Boston.
Ashten received his B.A. in economics from Bucknell University. Ashten is a CFA® charterholder and is member of the CFA Society Boston.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
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.