Joseph Carter

Senior Vice President, Private Client Advisor

Professional Profile

Joseph E. Carter is a Senior Vice President and Private Client Advisor with Bank of America Private Bank, in New York. Joseph works closely with individuals and families to deliver a wide range of wealth management offerings, including investment management, trust and estate planning services, credit and banking, and philanthropic strategies. He has particular depth in catering to the needs of active wealth builders, providing them with customized advice to evaluate opportunities and pursue their priorities with forethought and care. As a proponent of long-term planning, he cultivates deep relationships with clients, helping them capitalize on resources and capabilities firm-wide. In keeping with this mission, Joseph coordinates the efforts of a team of Private Bank specialists to deliver robust analysis and engagement.

 

Prior to joining Bank of America Private Bank, Joseph was a Managing Director of Community Development at The Private Bank in Chicago, where he consulted to high net worth clients, entrepreneurs, and business owners. In this capacity, he facilitated client access to capital, while leading the bank’s civic involvement through non-profit board representation and community outreach. Previously, Joseph held senior private banking roles with J.P. Morgan, Morgan Stanley and Fifth Third Bank. He began his wealth management career in 2003.

 

Joseph holds an M.B.A. from the Kellogg School of Management at Northwestern University, where he graduated with distinction. He earned his B.S. from Howard University, where he was actively involved in Army ROTC. He proudly served his country as a combat arms officer in the United States Army after graduating as the Distinguished Military Graduate of his class.

 

A native of Louisiana, Joseph now lives in Montclair, New Jersey, with his wife and three children. He is deeply connected to his local community and volunteers with a number of charitable organizations.

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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.