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.
Cameron Roman is a Vice President and Private Client Manager with Bank of America Private Bank in New York, New York. Cameron serves as a key point of client contact, helping high-net-worth and ultra-high-net-worth clients address a range of wealth-management needs and interests. A strong relationship builder, he acts as a resource to the individuals and families he serves, supporting clients in streamlining multiple facets of their financial lives. Clients from diverse paths and life stages look to him for his capable problem-solving skills and positive outlook. Cameron, in turn, provides deft coordination across the members of a client’s Private Bank team, as well as a client’s external tax and legal advisors.
With more than 15 years of experience, Cameron offers first-hand knowledge of multiple wealth disciplines, including investments, customized credit, and banking. He orchestrates the timely execution of client priorities, working in concert with a Private Client Advisor, as well as a close-knit circle of deeply credentialed specialists. A natural educator, Cameron also facilitates sound stewardship in the next generation of client families, helping them adopt the habits and practices that can impact their long-term trajectories. He values the opportunity to make clients’ lives simpler and easier, smoothing their pathway to meaningful objectives.
Cameron joined Bank of America Private Bank in 2015 and has steadily taken on additional responsibilities. Prior to his current role, he served as a Private Bank Senior Associate Lead, providing him with hands-on knowledge of the Bank’s systems, processes, and technical offerings. He has worked in private banking
A resident of Bergen County, New Jersey, Cameron loves spending time outdoors with his wife Marlene. Weekends often find them camping, kayaking, hiking, and gardening. In his free time, Cameron also volunteers at a local hospital and medical center.
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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.