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.
Eric Engelhardt, CTFA, is a Managing Director and Fiduciary Supervision Executive at Bank of America Private Bank in New York City. Eric advises families across a wide range of wealth transfer strategies and assists them in the creation and implementation of personal trusts. He also provides fiduciary acumen and oversight in the administration of various types of trusts and other fiduciary investment management accounts.
Prior to joining Bank of America in 2009, Eric was a Regional Wealth Consultant at Wells Fargo, a Senior Trust Consultant at Prudential Bank and a Trust Officer at Merrill Lynch Trust Company. He has 28 years of trust company and fiduciary experience.
Eric holds a B.A. from Rollins College, a J.D. from Villanova School of Law, and a M.B.A. from Indiana University Kelley School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional. Eric Engelhardt holds the Certified Trust and Fiduciary Advisor (CTFA) designation which is sponsored by the ABA Institute of Certified Bankers.
Eric is admitted to the New Jersey and Pennsylvania Bars and is a member of the New York chapter of the Society of Trust and Estate Practitioners (STEP).
*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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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.