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.
Carl A Haag
Senior Vice President, Private Client Advisor
Carl Haag is a Senior Vice President, Private Client Advisor in Conshohocken, Pennsylvania. As a seasoned relationship manager, Carl works with a select group of high-net-worth and ultra-high-net-worth clients to help them integrate and advance their financial goals. Supported by a local team that offers in-depth experience, Carl helps to provide strategic guidance for: investment management, intergenerational wealth transfer, business owner succession, tax minimization, philanthropic objectives, and lending solutions.
Prior to joining the Private Bank, Carl served as Senior Vice President, Bank of America Small Business Banker for the Philadelphia/Delaware region. He managed a team of 14 local bankers who served as trusted advisors for small business clients, providing a consultative approach to their business priorities, helping them increase cash flow, make banking more convenient, and providing services for their employees.
In his role with the Small Business Banking team, Carl helped the bank to deliver a wider range of financial services to small business clients.
Carl joined Bank of America in Philadelphia in 2011 and served as Senior Small Business banker for the Bucks County market. Carl was part of the first class of small business bankers to complete the certification class.
Carl graduated from Pennsylvania State University with a B.S. degree in management and marketing. Carl resides in Bucks County with his wife and four daughters. He is an avid Philadelphia sports fan and enjoys spending time with his family. Carl volunteers on the Bucks County Resource Development Committee for Habitat for Humanity.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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.