Margaret Goldfarb

Managing Director, Private Client Advisor

Professional Profile

Margaret “Peggy” Goldfarb, a Managing Director and Private Client Advisor with Bank of America Private Bank in Conshohocken, Pennsylvania. She has more than 40 years of experience in financial services and leads a team of advisors in the Philadelphia area supporting the needs of high-net-worth and ultra-high-net-worth individuals.  With an integrated approach, Peggy and her team provide clients with day-to-day banking services as well as traditional and alternative investment management, customized credit, retirement planning, trust, estate and wealth transfer strategies. Prior to joining Bank of America in 2003, she served in numerous roles with PNC Bank in Philadelphia, most recently as a Client Advisor. Peggy earned her Bachelor of Business Administration degree with a concentration in management from the Wharton School of Business at the University of Pennsylvania.

Peggy seeks to provide a professional and high end client experience. Maintaining a personal touch, being readily accessible and keeping clients informed are distinctive elements of her practice. She also has extensive experience working with lawyers, law firms and their clients. In her role, Peggy provides clients with access to the comprehensive resources of the Bank of America Private Bank platform and helps clients to stay current with wealth management plans and strategies.

An active member in her community, Peggy has previously served on the boards of Big Sister's, Women’s Way, the Women's Law Project and Cradles to Crayons. Peggy is currently a mentor with the internationally focused Cherie Blair organization for women around the globe seeking to start a business.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.


  • Cherie Blair Foundation, mentor


  • Wharton School, University of Pennsylvania


  • English

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

David Scott Owens

Private Client Manager


Lynda K Byrd

Senior Trust Officer


Jeffrey (Jeff) Barson

Portfolio Manager


Lisa Mittelman

Senior Trust Officer


Marcus Adams

Market Investment Executive


Dean D'Amico

Portfolio Manager


Key Contacts

Nicholas Leong

Private Bank Senior Associate


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.