Christopher M Mazzatta

Senior Vice President, Wealth Strategies Advisor

Professional Profile

Chris Mazzatta is a Senior Vice President and Wealth Strategies Advisor at Bank of America Private Bank. In this role, he provides personalized strategies to address wealth management services in the areas of financial planning, estate planning, insurance, tax-minimization strategies, risk management, and philanthropy toward reaching the client’s initial goals and strategies set forth. Chris also coordinates with the client’s team of advisors to oversee and implement the recommended planning solutions, and conducts periodic reviews to help clients monitor progress and review new legislation, ideas, and solutions to be considered in an ever-changing planning environment.

 
Chris earned a B.B.A. in Trust and Wealth Management and a 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 earned a M.S. in Taxation from the Zicklin School of Business at Baruch College.  He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Analyst (CFA) charterholder.

 
Chris does not provide tax advice in his role at Bank of America Private Bank.

*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.


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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.

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.