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.
Edward J Oesterle
Managing Director, Private Client Advisor
Edward Oesterle is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York, New York. Ed provides tailored advice and guidance to high-net-worth individuals and families, helping them advance their distinctive objectives and deploy their wealth more efficiently. A veteran Advisor, Ed is skilled in anticipating the opportunities and challenges inherent in each client’s situation. He has significant experience advising clients with long-standing trust and investment relationships, as well as clients who have encountered newfound complexity in managing and stewarding their wealth, such as hedge fund and private equity principals.
Ed recognizes that each individual and family has unique needs, goals, and aspirations. He builds a team of professionals around each client, hand-selecting specialists in wealth structuring, trust and estate planning, investing, banking, and philanthropy, as appropriate. Together, they look to uncover possible efficiencies across a client’s balance sheet, enhancing the connectivity and cohesiveness of each client’s financial life and legacy. A skilled problem solver, Ed draws on decades of direct experience in tackling a wide range of needs. He offers technical insight, an incisive knowledge of best practices, and an intuitive understanding for people and their priorities. His areas of focus include credit facilities for illiquid balance sheets; cash management for concentrated portfolios; art services, such as consignment and lending; and multigenerational estate planning, sensitive to each family’s dynamic and legacy intentions.
Ed joined Bank of America Private Bank (formerly U.S. Trust) in 1996 and has over 25 years of experience in private wealth management. Prior to joining the firm, he served as a Senior Private Banker at The Bank of New York in its Wall Street Office. Ed earned his B.S. in Finance from the University of Rhode Island.
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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.