Manesha Lakhiani

Professional Profile

Manesha Lakhiani is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Palm Beach, Florida. Manesha strives to become a trusted advisor to her clients. She works closely with high- and ultra-high-net-worth individuals and families, helping them pursue what is most important to them by taking a more purposeful and structured approach to their financial lives. Deeply committed to the long-term well-being of each client, she strives to deliver a differentiated client experience that testifies to the singularity of each personal and family dynamic.

Manesha looks to combine technical market insight and business acumen with an unwavering commitment to client service. She integrates the advice and guidance of teammates and specialists, who work in concert to uncover possible efficiencies on both sides of a client’s balance sheet. Manesha believes that each client’s wealth framework should be as unique as his or her situation. She incorporates multiple factors within her approach, including a client’s legacy aspirations, personal or professional milestones, family dynamics, and philanthropic interests. In addition to traditional wealth disciplines, such as investment management, trust and estate planning, and banking, Manesha is also adept in specialized offerings, including art lending, next-generation stewardship, and liquidity strategies for alternative investment professionals.

Manesha has worked in financial services for over 27 years.  Prior to joining Bank of America Private Bank, Manesha held positions with Merrill as a financial advisor and in the Chief Investment Office.  Previously, she was with Prudential, Alex.Brown and NYLIFE Distributors’ MainStay Funds, having worked in New York, New Jersey and Miami. 

Manesha earned her Bachelor of Science in business administration from Towson State University with a concentration in finance and economics.  Manesha is a CIMA^® professional focusing on investment management consulting.

Active in her community, Manesha is involved with various social impact initiatives. She is a member of The Board of Advisors for HealthCorps, a nonprofit focused on teen wellness in high need schools. At Bank of America, she is leader for the Bank of America Palm Beach County Community Volunteers. Manesha is an advocate for promoting financial literacy for women, and also volunteers in a variety of ways to promote the advancement of young women through organizations such as Dress for Success and other mentorship programs.

In her spare time, she enjoys sailing, yoga, meditation and living a healthy lifestyle.



*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.



 

*CIMA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CIMA certification, please visit investmentsandwealth.org.