Fred Sberna

Professional Profile

Fred Sberna is Senior Vice President and Senior Trust Officer at Bank of America Private Bank in New York, New York.  Fred 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 over-sight in the administration of various types of trusts and investment management accounts.

Fred has over 17 years of wealth management experience working closely with high-net worth individuals and families. Prior to joining Bank of America Private Bank, Fred worked as a Vice President and Trust Officer at Raymond James Trust, N.A where he worked closely with financial advisors in providing trust, estate and fiduciary advice and services to high-net-worth clients. Prior to this, he worked at Fiduciary Trust Company International as a Vice President and Trust Officer where he was responsible for deliver­ing all aspects of trust administration and relationship management services to high-net-worth relationships. Prior to this, Fred was with Wells Fargo Private Bank where he was responsible for providing integrated wealth planning services for trust and investment management accounts for high-net-worth relationships. Fred began his career with Northern Trust Company within the Global Family & Private Investment Offices Group as an Account Manager and Wealth Strategist Associate responsible for client development and relationship management initiatives for ultra-high net worth families, single family offices and family foundations.

Fred earned an M.S. in International Business from New York University and his B.A. in Marketing from Pace University.  He is active in his local community and volunteers with New York Cares, Habitat for Humanity and Rescuing Leftover Cuisine.