John G. Stewart

Senior Vice President, Private Client Advisor

Professional Profile

John Stewart, CEPA®, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Albany, New York. He directs a team of dedicated specialists who work in concert with clients to develop tailored strategies designed to preserve and transfer wealth in an efficient and effective manner. Backed by a local team of subject matter experts and the global resources of Bank of America, John helps provide strategic guidance to clients with respect to investment management, trust and estate planning services, philanthropic objectives, lending solutions and business owner succession planning.

Drawing on more than three decades of experience, John offers a highly personalized client experience to individuals and families who seek guidance in managing a sudden liquidity event. Whether they are selling a business, receiving an inheritance, or mourning the death of a spouse, he has the extensive experience and know-how to help them advance their financial objectives.

As an experienced professional, John leverages his skillset to help clients identify their personal wealth structuring goals and those for the next generation.  Holding the Certified Exit Planning Advisor designation, he provides pre- and post-planning for M&A transactions and other liquidity events.  With the formidable credit capabilities of the Private Bank, he is able to provide creative strategies for custom structured credit, mortgages, lines of credit, investment real estate, marine, aircraft and art lending.

Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2006, John was a financial advisor with Merrill, a private client advisor with Key PrivateBank, and a commercial banking client manager with Key Bank. He earned a bachelor’s degree in business management from SUNY Plattsburgh. John is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

Active in his community, John is a member of the Estate Planning Council of Eastern New York and the elder board for Bethlehem Community Church. He has served on the advisory boards of Regional Food Bank of Northeastern New York, Salvation Army Albany Area Services, and Visiting Nurses Association of Albany. He has been active in youth programs, serving as a leader of Boy Scouts of America, mission trips for church youth groups, and as a mentor/instructor with Junior Achievement. John and his wife reside in Glenmont, New York. They have two grown sons. His hobbies center around reading, traveling and various outdoor activities, including kayaking and bicycling.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.


  • State University of New York at Plattsburgh

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

Craig C Chenevert

Senior Trust Officer


Rocky Fittizzi

Wealth Strategies Advisor


Doug Carnahan

Portfolio Manager


Key Contacts

Lisa Smalley

Private Bank Senior Associate Lead


Let's Have A Conversation

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


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.

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.