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.
Mr. John Sullivan is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank in Baltimore, Maryland. He joined Bank of America Private Bank (formerly U.S. Trust) in August 2005 as a Trust Officer. He has 37 years of experience in trust administration and alternative investments. His entire career has been working with high-net-worth individuals, family offices and charitable foundations.
Mr. Sullivan’s career began as a portfolio manager with the First National Bank of Maryland. He was a principal of Mid-Penn Energy Corporation, an oil & gas exploration / production company located in Sewickley, Pennsylvania. Mr. Sullivan returned to Baltimore to join Brown Investment Advisory as a Trust Officer. At Brown Advisory he co-developed the Private Equity Advisory Group. Just prior to joining Bank of America Private Bank, Mr. Sullivan was with the GRI Fund, a Baltimore-based private equity fund.
Mr. Sullivan holds a B.S. degree in finance from Penn State University. He attended and completed the ABA National Trust School at Northwestern University.
Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
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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.