Chadwick (Chad) Barton Chilcot

Senior Vice President, Private Client Advisor

Professional Profile

Chad Chilcot is a Senior Vice President and Private Client Advisor with Bank of America Private Bank and has over 15 years of experience in the financial services industry.  Chad works with executives, business owners, entrepreneurs, and high net worth families to develop personalized financial strategies.  Located in Baltimore, Maryland, but with a national book of clients, Chad leads a team of Bank of America Private Bank specialists, highly skilled in creating innovative strategies for investment management, trust and estate planning services, lending, philanthropy and non-profit solutions.


Chad began his financial services career in 2004, as an equity research analyst at Legg Mason providing company analysis and investment recommendations.  He later transitioned to equity sales at Stifel, where he spent over a decade developing relationships and working closely with many institutional clients such as pension funds, hedge funds, mutual funds, and insurance companies on a broad range of investment decisions and capital market transactions. In addition, he also worked with many public and private C-suite executives, helping them to successfully navigate and execute initial public and secondary offerings in their respective companies.  


He received his B.S. with honors from The University of Tennessee and earned his M.B.A. from The College of William and Mary.  Chad and his wife, Heather have two children and live in Hunt Valley, Maryland.  He is a certified cycle instructor and an active member of the Greater Baltimore Medical Center (GBMC) Parents Advisory Council. 

 

EDUCATION

  • University of Tennessee-Knoxville
  • William & Mary - Raymond A. Mason School of Business

ORGANIZATIONS

  • Baltimore Country Club - Committee Member

Our Team

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

Rachel K. Schaub

Portfolio Manager

410.547.4356

Laura A Klepczynski

Portfolio Manager

410.547.4284

Jennifer Labino

Senior Trust Officer

410.547.4188

John D Sullivan

Senior Trust Officer

410.547.4333

Kristen M Benner

Private Client Manager

410.547.4391

Sarah S Pelletier

Private Client Manager

410.547.4344

Zachary A Cohen

Wealth Strategies Advisor

240.380.1726

Benjamin A. Hilyard

Senior Trust Officer

240.380.1729

Tara E Kirrane

Structured Credit Executive

202.442.7520

Michael D Babair

Structured Credit Executive

240.380.1753

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 (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.