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.
Gretchen E Marcell
Senior Vice President, Family Office Senior Client Manager
Professional Profile
Gretchen Marcell is a Senior Client Manager in the Family Office at Bank of America Private Bank, based in New York, New York. The Family Office is responsible for delivering holistic and integrated strategies to help meet the complex, multi-generational needs of wealthy individuals and families. In this role Gretchen is responsible for the comprehensive delivery of all Bank of America Private Bank fiduciary, planning and administrative services to clients as part of the Private Bank’s multi-disciplinary relationship teams.
Gretchen joined the Family Office in 1998. In this role, she handles the fiduciary, administrative, and asset movement services for clients. Gretchen has over 20 years experience in trusts and estate administration, as well as expertise in estate planning, investments, and the fiduciary needs of high net worth individuals and their families.
Gretchen received her degree Bachelor of Science, Business Administration from Bucknell University.
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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.
