Eric J Abel

Senior Vice President, Private Client Advisor

Institutional Client Advisor

Professional Profile

Eric Abel is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank based in West Conshohocken, Pennsylvania. Eric works with nonprofit institutions and high net worth individuals and families to help design and implement customized financial strategies that respond to clients deeply held priorities. Eric recognizes that wealth is not an end unto itself.  He helps clients grow and preserve their wealth so that they can advance their goals and amplify their impact upon the people and causes they cherish.

Eric channels the extensive offerings of Bank of America Private Bank to respond to the particular circumstances of each client. He works in concert with a team of dedicated specialists who have deep experience addressing the needs of non-profit organizations, from investment management to governance.  He is sensitive to the challenges and concerns of institutional clients, drawing on his significant background in the non-profit sphere.

In his work with high net worth individuals and families, Eric and his team help clients advance their wealth management goals, while remaining mindful of their clients’ values and desire to deploy wealth in meaningful ways, whether through philanthropy, starting a new business, or providing for family. Eric and his team are highly experienced in all aspects of private banking and deploy the bank’s broad capabilities in service of their clients around traditional banking, credit, investment management, and planning.

Prior to joining Bank of America Private Bank, Eric spent 19 years directing fundraising efforts for several prominent higher education and healthcare institutions. 

Eric holds a B.A. from Lehigh University and an M.S. from East Stroudsburg University.

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

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Isla Grant

Senior Trust Officer

610.567.4726

Lynda K Byrd

Senior Trust Officer

610.567.2221

Matthew D Simpson

Portfolio Manager

610.567.4736
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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

610.567.4715

Marcus Adams

Portfolio Manager

267.675.0143

Dennis Springer

Wealth Strategies Advisor

267.675.0135

Key Contacts

Alicia Fantini

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 (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.