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.
Carolyn L Westerberg
Managing Director, Private Client Advisor
Carolyn Westerberg is Senior Vice President and Private Client Advisor with Bank of America Private Bank in Greenwich, Connecticut. Carolyn works with a dedicated team of specialists to address the distinctive financial needs of high- and ultra-high-net-worth individuals and families. She has particular depth catering to clients with complex balance sheets, helping them structure and deploy their wealth more efficiently.
Carolyn is responsible for overseeing tailored wealth management strategies in multiple disciplines, including credit and banking, investment management, trust and estate planning, and wealth-transfer. Drawing on her background in the arts, she advises clients on the complexities of art assets, including art-secured lines of credit, consignment, and planning. She also consults to multi-generational families, who look to her for varying needs, such as setting up a private foundation, enacting long-term planning, or assessing the impact of their philanthropic giving.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2015, Carolyn served as an Executive Director with J.P. Morgan Private Bank, where she was a Financial Advisor. In addition to her tenure in wealth management, she spent 15 years in investment banking with firms that included First Boston, Shearson Lehman, ABN Amro, and BNP Paribas. She holds a B.A. from St. Lawrence University and has completed the Christie’s Modern Art Survey Program.
Carolyn is a member of 100 Women in Finance and ArtTable. She is also actively involved with the Bruce Museum.
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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
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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.