Eric J Abel

Senior Vice President, Private Client Advisor

Institutional Client Advisor

Professional Profile

Eric Abel is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in West Conshohocken, Pennsylvania. He serves non-profit organizations and a select group of business owners and corporate executives who lead complex, sophisticated financial lives, but recognize that they may not have the time or specialization that their finances may require. He welcomes this as an opportunity to heighten simplicity and connect clients to the global resources of the bank.

An efficient and creative problem solver, Eric is passionate about understanding each client's unique story. Long before he formulates any specific strategies, he spends considerable time asking questions to help uncover and address potential gaps in their wealth management strategies. To aid him in addressing his clients’ multifaceted situations, Eric draws not only on his own knowledge, but also on a team of dedicated specialists with deep experience in investment management, philanthropic objectives, banking, and sophisticated credit and lending opportunities.

Eric joined Bank of America Private Bank (formerly U.S. Trust) in 2013 with 17 years of experience directing professional fundraising efforts for several higher education and healthcare institutions. He earned his bachelor’s degree from Lehigh University and his master’s degree from East Stroudsburg University.

Eric and his wife of more than two decades reside in Quakertown, Pennsylvania with their three children.

EDUCATION

  • Lehigh University

LANGUAGES

  • English

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

Lynda K Byrd

Senior Trust Officer

610.567.2221

Matthew D Simpson

Portfolio Manager

207.253.7405

Lisa Mittelman

Senior Trust Officer

267.675.0221

Jeffrey (Jeff) Barson

Portfolio Manager

267.675.0121

Matt Moore

Private Client Manager

610.567.2224

Gregory C Rau

Market Investment Executive

609.734.7782

Marcus Adams

Market Investment Executive

267.675.0143

Dennis Springer

Wealth Strategies Advisor

267.675.0135

Key Contacts

Alicia Fantini

Private Bank Senior Associate

610.567.4733

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.