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.
Marlene K Haddad
Managing Director, Private Client Manager
Marlene Haddad is a Managing Director and Private Client Manager at Bank of America Private Bank in West Hartford, Connecticut. She is the primary point of contact for high-net-worth individuals, corporate executives and families who encounter significant complexity in the scale and structure of their wealth. Marlene is dedicated to building deep relationships with clients and across generations. She is sensitive to the different personalities and financial experience among family members, adapting her approach to help make interactions comfortable and conversations friendly.
Marlene partners with a team of experienced Private Bank specialists and analysts, wealth strategists, portfolio managers and trust officers who are committed to helping clients pursue their most challenging goals. Marlene and her team work thoughtfully and transparently to assist clients with customized banking, credit and liquidity services, trusts and estate planning, tax-minimization and business succession strategies, and investment management. Leveraging her more than three decades of combined service with the Private Bank and Bank of America, Marlene knows how to navigate the vast, global resources of Bank of America to offer clients a choice of appropriate solutions to help meet a wide array of banking and specialized needs.
Marlene joined Bank of America in 1985 from Citibank in Cairo, Egypt and worked in corporate banking until she transitioned to the Private Bank (formerly U.S. Trust) in 1999. She received her Bachelor’s of Science degree in Chemistry from the American University in Cairo. Marlene continued her education in the United States, enrolling in the advanced degree program at Amos Tuck School of Business at Dartmouth College where she graduated from the School of Credit and Financial Management. Marlene is a sponsor and mentor for the EFAC (Education for All Children), a non-profit providing an education-to-employment program for Kenyan youth and a member of the Hispanic Organization for Leadership and Advancement (HOLA). Marlene resides in Farmington, Connecticut with her family.
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.
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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.