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.
Caitlyn Beauregard currently serves as a Senior Vice President and Senior Trust Officer in the Providence, Rhode Island office of Bank of America Private Bank. Caitlyn is responsible for the administration of Revocable and Irrevocable Trusts, Investment Management, and Individual Retirement Accounts. She works closely with Portfolio Managers, Private Client Advisors, Private Client Managers and Wealth Strategists to help high-net-worth clients accomplish their goals.
Caitlyn joined Bank of America Private Bank (formerly U.S. Trust) in July 2012, serving in several capacities prior to her current assignment as Senior Trust Officer. Before joining Bank of America Private Bank, Caitlyn practiced as an associate attorney with Azzinaro, Manni-Paquette of Pawtucket, Rhode Island.
Caitlyn received a B.A., majoring in political science, from the College of the Holy Cross, in Worcester, Massachusetts. She earned her J.D. from Roger Williams University School of Law in Bristol, Rhode Island. Caitlyn is a member of the Rhode Island and Massachusetts Bar Associations, as well as a member of the United States District Court for the District of Rhode Island. She is a Board Member of the Estate Planning Council of Rhode Island, and an active member of the Programs Committee. She is a member of the Probate & Trust Committee of the Rhode Island Bar Association.
Caitlyn lives with her family in Lincoln, Rhode Island.
Note: Caitlyn does not provide legal advice in her role at Bank of America Private Bank.
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.