Mark S. Ellis

Senior Vice President, Private Client Manager

Professional Profile

Mark Ellis is a Senior Vice President and Private Client Manager at Bank of America Private Bank in Westport, Connecticut. He is a relationship manager and banker for high-net-worth individuals, families and non-profits. Mark is committed to developing thoughtful and strategic approaches to help address his client’s investment management, banking, credit and liquidity needs.

Mark believes in exceptional preparation for every client interaction. Persistent and open-mined, Mark is determined to exhaust the vast resources of the Private Bank and Bank of America to offer clients a choice of appropriate solutions to help meet their needs. He can consult with wealth strategists, portfolio managers and trust specialists, to help clients with estate planning services, concentrated stock and tax minimization strategies, as well as customized trusts. For foundations and non-profits, Mark is committed to offering guidance that is consistent with meeting the needs of their beneficiaries, while helping them sustain their endowments and maintain their giving.

In his role, Mark can play an active role in the financial lives of multi-generational families. He enjoys working with the children and grandchildren, and can assist them with banking and credit needs, such as home and education financing, tailored analysis to help them fund their lifestyle, as well as financial strategies to pursue entrepreneurial endeavors.

Mark joined Bank of America in 2005 after a career in marketing and management with Shell Canada Ltd. and Microsoft and he transitioned to the Private Bank as a Private Client Manager in 2011. Having grown up in Canada, Mark earned his Bachelor’s degree from the University of Calgary. Mark and his wife, Melinda, live in Redding, CT and have two high school aged boys. In his spare time, Mark enjoys running, skiing and sailing.

Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

EDUCATION

  • University of Calgary

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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.

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.