Isaac (Elliot) Acoca

Managing Director, Private Client Advisor

Professional Profile

Elliot I. Acoca is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York. Elliot works closely with ultra-high-net-worth individuals, their families and privately held businesses, assisting them with multiple aspects of their financial lives. He is particularly adept in catering to the needs of entrepreneurs, senior executives, real estate investors, and hedge fund and private equity principals. Diligent and precise, he is relentless in his efforts to advance client objectives, leading a highly credentialed team of specialists who work in concert to streamline the complexities associated with significant wealth.

 

Elliot offers a multi-disciplinary approach that encompasses investment management, trust and estate planning, structured lending, liquidity management, family office services, and philanthropy. He keenly values client time, spearheading a highly responsive service model that prioritizes client convenience. His decades of direct experience have heightened his ability to anticipate opportunities and pinpoint challenges, enabling clients to make informed decisions about the direction of their wealth. Measured and discreet, he serves as a sounding board for a range of financial matters, harnessing the broad capabilities of the Private Bank on behalf of the client.

 

Prior to joining Bank of America Private Bank, Elliot was a Managing Director and Senior Private Banker with Citi Private Bank in New York for more than 18 years. He began his career at Citi in 1997, first serving as a Senior Citigold Executive on Manhattan’s Upper East Side before moving to the Private Bank in 2001. He began his banking career in London in 1987 as a Portfolio Manager at Bank Leumi Plc and transitioned to its International Head Office in the U.S. in 1992. He earned his B.A. from Gateshead College in the U.K.

 

Elliot is married with two children and resides in New York.

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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.