Caitlin E Roos

Senior Vice President, Private Client Advisor

Professional Profile

Caitlin Roos is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Boston, Massachusetts. She serves an ultra-high-net-worth clientele – working to help them optimize and streamline the management of their wealth.

Caitlin shares the entrepreneurial spirit of clients – C-suite executives of Fortune 100 companies, owners of family and privately held businesses and generations of wealthy families. She also assists multi-family offices and institutions.

With years spent in commercial banking, Caitlin leverages that skillset to help clients identify their personal wealth structuring goals. She also provides pre- and post-planning for M&A transactions and other liquidity events.

Caitlin and her team of specialists provide exit and succession planning, trust and estate planning, banking and lending, family office services, philanthropy and investment management. Caitlyn believes that keeping clients apprised of new opportunities is critical to establishing a trusted relationship in which ideas are freely and frequently exhanged.

Before joining Bank of America Private Bank, Caitlin advised closely-held companies, municipalities and nonprofits at Belmont Savings Bank. She began her career with RBS Americas in its commercial banking group. Caitlin holds an M.B.A. from Simmons College with a focus in entrepreneurship and a B.S. in business administration from Framingham State University, with a focus in finance and economics.

Caitlin serves on the board of The Lutheran Church of the Newton’s as Head of Missions, as a mentor in the Smaller Business Association of New England’s innovation awards, as a mentor in the Cherie Blair Foundation’s Mentoring Program, on the board of Gore Place, on the Boston Committee of Tina’s Wish, on the Framingham State University Education Board, and as a Fresh Air Fund host parent. Cailtin lives near Boston with her husband and two children.

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.