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.
Gerald Rixie
Senior Vice President, Private Client Advisor
Professional Profile
Gerald Rixie is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Chicago, Illinois. Jerry works closely with business owners, corporate executives, family offices and Foundations, helping them assess their opportunities, simplify complexities, and pursue their goals with purpose and efficiency. A sage advisor and former executive, he brings first-hand experience and practical insight to ultra-high-net-worth individuals and families, spearheading strategies and tactics designed to help them add measurable value to their lives and legacies.
An intuitive leader, Jerry builds a team of specialists around each client. Together, they work in concert to address multiple facets of clients’ financial lives. Jerry also develops sustained relationships with successive generations of client families, refining his approach based on their distinctive values, intentions, and priorities. His areas of focus include pre- and post- liquidity event planning, business succession, executive compensation, banking, investment management, family dynamics and governance.
Prior to joining the Private Bank (formerly U.S. Trust), Jerry served as a Private Wealth Consultant with U.S. Bank, where he assisted business owners as a liaison to the Commercial Bank. Previously, he was the Chief Financial Officer for a large Chicagoland Family. His prior roles include tenures in senior-level corporate finance positions for Chicago-area firms. Jerry began his career at Ernst & Whinney, passing the CPA exam.
He earned his M.B.A. in finance from DePaul University and his B.A. in accounting from Michigan State University. He holds the CERTIFIED FINANCIAL PLANNER™ certification.
Active in the greater Chicago community, Jerry serves on the Board of Advisors for Catholic Charities and is a regular volunteer with the Chicago Alzheimer’s Association. He is a founding member of The Private Directors Association.
Jerry does not provide tax advice in his role with Bank of America Private Bank.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
ORGANIZATIONS
- Alzheimers Association
- Catholic Charities
- Private Directors Association
EDUCATION
- DePaul University
- Michigan State University
LANGUAGES
- English
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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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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
FEATURED ARTICLES
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.
