Mark D Halmrast

Managing Director, Private Client Advisor

Professional Profile

Mark Halmrast is a Managing Director and Private Client Advisor with the Private Bank and 30 year veteran of Bank of America. Prior to joining the Private Bank, Mark co-headed the Charlotte Leveraged Finance office within the Global Corporate & Investment Bank. He was a Product Leader in the origination, underwriting and syndication of leveraged loans and high yield bond offerings for corporate and financial sponsor clients.

Mark utilizes his extensive experience with corporate executives, business owners, financial sponsors, institutions, investors and other sophisticated professionals to deliver the Private Bank platform. His investment banking background provides a strong foundation in understanding credit, markets, and business dynamics. Mark also possesses the ability to understand and manage complex situations.

As the Private Client Advisor, Mark builds and leads a team consisting of a wealth strategist, portfolio manager, trust officer, client banking manager and other specialists as appropriate to deliver holistic, customized wealth management strategies.

Mark has lived in the Carolinas since graduating from Miami University in Oxford, Ohio in 1989 with a B.S. in Finance.

EDUCATION

  • Miami University

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

Leslie McIver

Private Client Manager

980.386.8028

Timothy (Tim) J Herbst

Divisional Wealth Strategies Executive

980.387.0457

Stephanie (Steph) L Wells

Senior Trust Officer

980.386.4065

Rhondale Haywood

Portfolio Manager

980.683.8820

Tara L. Butler

Associate Wealth Strategies Advisor

980.683.9042

Key Contacts

Karen L Paar

980.683.9034

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

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.

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.