Elizabeth Cahill

Managing Director, Private Client Advisor

Professional Profile

Elizabeth Cahill is a Managing Director and Private Client Advisor with Bank of America Private Bank in Greenwich, Connecticut. Liz advises individuals, families, CEOs, and private business owners with a focus on ultra-high-net-worth families. She also consults to institutional foundations and endowments, offering customized advice and guidance to help simplify the complexities that significant wealth can entail. A veteran advisor, Liz works in concert with a team of specialists to leverage the extensive resources of the Private Bank, including investment management, customized credit, and estate planning, serving clients throughout the country.

Liz has more than 30 years of experience in corporate banking and wealth management. Her background includes both large corporate and middle market banking. Prior to joining the Private Bank (formerly U.S. Trust), she worked at Bank of Boston from 1985 until 2001. She is a graduate of Wheaton College in Norton, Massachusetts. 

Liz is a member of the Association of Corporate Growth (ACG) of Connecticut, a network of private equity providers and financial advisors. She is also a member of the Exit Planning Exchange (XPX), a multi-disciplinary community of professional advisors who work collaboratively to help owners prepare for and execute business transitions.

In her free time, Liz volunteers with many nonprofit organizations across Fairfield County. She is on the board of the New Canaan Community Foundation and is past president of the Estate Planning Council of Lower Fairfield County. She was previously on the board of Stepping Stones Museum for Children in Norwalk and currently co-chairs its Swing Into It Golf Tournament. She has also been actively involved with the National Charity League and is a long-time supporter of New Canaan Mounted Troop. Finally, Liz is a sustaining member of the Junior League of Stamford-Norwalk and a contributor to the United Way for over 30 years.

EDUCATION

  • Wheaton College, Norton, Massachusetts

ORGANIZATIONS

  • Association of Corporate Growth of Connecticut, (ACG)
  • Estate Planning Council of Lower Fairfield County
  • Exit Planning Exchange, (XPX)

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Charles R Boyce

Portfolio Manager

203.422.5269

Stacy L Bone

Private Client Manager

203.422.5270

Jason Leinberger

Portfolio Manager

203.930.7177

Mary Wall

Wealth Strategies Advisor

203.930.7296

Alva J. Carter-Hasan

Senior Trust Officer

203.930.7129

Key Contacts

Debra A O'Connor

Private Banking Associate Team Lead

203.422.5265

Mary Ellen Peterson

Private Banking Associate II

203.422.5205

Let's Have A Conversation

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.