Craig J Mardany

Senior Vice President, Private Client Advisor

Professional Profile

Craig Mardany is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. Craig works closely with high-net-worth clients throughout Orange County to pursue their distinctive financial priorities and needs. He is particularly skilled in devising creative approaches to the complexities that significant wealth can entail. His areas of focus include investments and risk management, credit, and trust and estate planning services.

Craig’s background includes over 30 years in finance, including more than 20 years in private wealth management at Bank of America. He joined the firm in 1986, and from 1986 to 1992, was Vice President of the institutional custody and securities lending division, where he served clients in the government, corporate, insurance and international business sectors. From 1992 to 1999, Craig was a Vice President and Relationship Manager for employee benefit trust clients. In this capacity, he advised public and private pension plans, 401(k) plans, profit sharing and deferred compensation plans about their trust and investment needs. Craig earned his degree in Business Administration from Rutgers University in New Jersey. He also holds the CERTIFIED FINANCIAL PLANNER™ certification.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Key Contacts

Diana B Tabbada

Private Banking Associate II - Registered

949.760.4505

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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.

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.