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.
Caitlin Doherty, CTFA, is a Senior Vice President and Senior Trust Officer with Bank of America Private Bank in New York, New York.
As a Trust Officer, Caitlin is responsible for handling the coordination, implementation and management of clients’ financial planning and fiduciary administration needs. In her role, Caitlin works closely with clients and their families to help develop and implement a wealth plan that suits current needs as well as future wishes. Her main objectives are to communicate effectively, identify client needs, and utilize the Bank of America Private Bank platform of resources to support each client’s overall wealth strategy.
Caitlin joined Bank of America Private Bank (formerly U.S. Trust) in 2010. She received her B.S. in finance from Fordham University, and is an active member of the Fordham Alumni Chapter of Westchester County.
At Bank of America Private Bank, we recognize that each client is unique, and we provide highly personalized service to help carry out your estate plans.
Caitlin Doherty holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
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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.