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 H. Allen is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank in New York, New York. Craig is responsible for providing comprehensive wealth management advice to high-net worth individuals, families, and business owners. In particular, Craig provides guidance on developing and implementing estate plans, including advice on wealth transfer strategies, establishing new trusts that align with the client’s long-term objectives, and providing fiduciary oversight of trust and investment management accounts.
Craig has over 14 years of wealth management experience working closely with high-net worth individuals and families. Prior to joining Bank of America Private Bank, Craig worked as a Senior Trust Officer at Brown Brothers Harriman, and prior to that he worked in similar wealth advisory roles as a Private Client Fiduciary Advisor at Wilmington Trust, N.A. and as a Trust Officer at U.S. Trust, Bank of America Private Wealth Management.
Craig earned his M.B.A. from the University of North Carolina with a focus on investment management and he received his bachelor’s degree in trust and wealth management from Campbell University. Craig holds the CERTIFIED FINANCIAL PLANNER™ certification and holds the Certified Trust and Fiduciary Advisor (CTFA) which is sponsored by the ABA Institute of Certified Bankers. Craig is also a member of the Estate Planning Council of New York City.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.