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.
Managing Director, Private Client Advisor
Institutional Client Advisor
Linda Zambelli is a Managing Director, a Private Client Advisor and an Institutional Client Advisor with Bank of America Private Bank in New York City, New York. Linda co-manages one of the largest relationship teams at the Private Bank, providing clients with a distinctive caliber of strategy, advice and service. She has extensive experience guiding a highly accomplished clientele, including entrepreneurs, real estate developers and investors, family offices, owners of professional sports teams and charitable institutions. Clients look to Linda and her team to discern innovative approaches for sophisticated needs, advancing their objectives with a steadfastness and reliability that characterize effective collaboration.
Linda’s responsibilities include overseeing the management and strategic growth of a book of business with significant assets under management, as well as credit. She selects and leads a team of deeply credentialed specialists who work together to address multiple client priorities, uncovering efficiencies to enact a more cohesive whole. Her tenure and continuity at the Private Bank have heightened Linda’s ability to oversee complex initiatives, including those raised by a client’s external advisors, family office staff or institutional board members. She appreciates the singularity of each client’s circumstances, marshaling resources enterprise wide to devise creative strategies to the challenges and opportunities that significant wealth can entail.
Linda joined Bank of America Private Bank (formerly U.S. Trust) 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, Linda enjoys spending time with her family, playing bridge and golf, and traveling.
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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
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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.