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.
Craig Gleason is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York City, New York. Craig works closely with clients and their families to address a range of credit, banking, investment, trust, and wealth-structuring needs. He integrates the advice and guidance of in-house specialists, each of whom has extensive experience in a particular wealth discipline. Together, the team looks to advance each client’s priorities, mindful of the particular circumstances, dynamics, values, and intentions of each relationship. Craig has extensive experience working with ultra-high-net-worth families, family offices, and non-profit organizations, advising on both customized lending and equity plans. Craig and his team welcome the opportunity to work with clients across multiple disciplines but focus on Media, Technology, and Medical/Medical Device related industries.
Craig joined Bank of America Private Bank (formerly U.S. Trust) in 2008. He helps clients and their families preserve wealth and create liquidity during one of the most complex market cycles in a generation. Previously, Craig held a corporate finance position at Fidelity Investments in its Institutional Investments group. His career also includes tenures with Sun Microsystems and IBM Global Services in service delivery and consulting capacities.
He earned his M.B.A from Boston University in finance and entrepreneurship and his B.A. from Colgate University in economics and political science. He has completed the Executive Education program at The Wharton School, University of Pennsylvania.
Craig contributes to and is actively involved in his community through support of organizations dedicated to early childhood education, live organ transplants, environmental education and stewardship, and animal welfare. He lives in Westchester County with his wife, Amanda, and their three sons.
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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.