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.
Linda Zambelli
Managing Director, Private Client Advisor
Professional Profile
Linda Zambelli is a Managing Director and a Business Strategies and Initiatives Advisor for Bank of America Private Bank. Linda draws on more than three decades of experience serving some of the most significant relationships at the firm. Previously, she served as a Private Client Advisor, Institutional Client Advisor, and co-manager of one of the largest teams at the Private Bank. In this capacity, she led the delivery of a preeminent level of strategy, advice, and service to ultra-high-net-worth clients including entrepreneurs, real estate developers and investors, family offices, owners of professional sports teams, and charitable organizations.
Linda offers the knowledge she has gained from overseeing the management and strategic growth of a significant book of business, notable for its assets under management and credit balances. In her current role as Business Strategies and Initiatives Advisor, she shares the insights she has gained from sustained client interaction, supporting the Private Bank’s efforts to develop the full breadth of its Advisor, Manager, and Associate potential. She offers strategic guidance, program evaluation, and mentoring. In addition, Linda reviews current protocols for professional pathways through the firm, noting key competencies for mastery and progression. She also shares the relationship-management skills she has gained from advising a high-achieving clientele, imparting best practices that are instrumental to long-term success.
Linda joined Bank of America Private Bank in 1989 after serving as a Regional Group Manager for Irving Trust Company (acquired by Bank of New York), where she was responsible for managing three private banking offices in New York City. She earned her B.A. in Art History from Randolph-Macon Woman’s College and her M.B.A. in finance from Fordham University.
Linda and her husband split their time between Bronxville, New York, and Kennebunkport, Maine. In her free time, she enjoys spending time with her family, playing bridge and golf, and traveling.
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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.
