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.
Cindy R. Berozsky is a Managing Director and Senior Trust Officer at Bank of America Private Bank in the New York City Market. Cindy advises multi-generational clients on the structuring and implementation of their estate plans and assists families in utilizing a wide range of tax efficient wealth transfer strategies including the creation of personal trusts, retirement accounts, charitable giving plans and various other privately owned entities. Cindy also supports families in their efforts to resolve issues, promote harmony, and enhance communication in connection with wealth transfers and financial planning. She also collaborates with clients’ external tax and legal advisors, as appropriate.
Cindy has been administering trusts and estates for over 20 years, having worked in both the legal and banking sectors. Cindy joined the Private Bank (formerly U.S. Trust) in 2016 as a Senior Trust Officer, and previously worked at J.P. Morgan Private Bank and Brown Brothers Harriman in New York City. Cindy began her career in Boston, having worked at two distinguished law firms, where she specialized her fiduciary practice in the areas of estate planning, probate and complex trust administration.
Cindy earned her B.A. from the University of Hartford and her J.D. from Suffolk University Law School (evening division).
Cindy does not provide legal advice in her role with Bank of America Private Bank.
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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.