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.
Chris Mazzatta is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank in Florham Park, New Jersey. In this capacity, he provides clients with comprehensive strategies designed to address the complexities of their financial lives.
A primary focus for Chris is business owners and succession planning up to and through the sale or other transition of their enterprise. Chris is also called upon to assist corporate executives with equity-based compensation planning. For all clients, Chris provides wealth management services in the areas of wealth planning, estate planning, retirement planning, insurance, tax-minimization strategies, risk management, and philanthropy. Chris also coordinates with the client’s team of advisors to oversee and implement aligned recommendations and conduct periodic reviews that can help clients monitor progress.
Chris joined Bank of America Private Bank (formerly U.S. Trust) in 2010. He holds a B.B.A. in trust and wealth management and an M.B.A. from the Lundy-Fetterman School of Business at Campbell University, where he was captain of the NCAA Division I wrestling team. He also holds a M.S. in taxation from the Zicklin School of Business at Baruch College. Chris is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. He coached wrestling for five years at Hunter College in New York City and currently coaches high school wrestlers in his community.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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.