Marta Ortiz Engram

Senior Vice President, Private Client Advisor

Professional Profile

Marta Ortiz Engram is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Dallas, Texas. With 30 years spent in wealth management, commercial and international banking, Marta serves an affluent clientele that can benefit from customized financial strategies spanning multiple disciplines.

Marta works closely with entrepreneurs who operate or have sold their businesses, senior executives in the oil, gas and manufacturing industries, retirees including those recently widowed, and generations of families. For clients facing liquidity events, Marta helps diversify their wealth in other types of investments, including specialty assets and real estate. 

Bi-lingual and bi-cultural, Marta speaks the language of clients and believes in speaking regularly with both spouses, holding family meetings, and educating children about managing wealth. She and her team provide clients with a wide range of capabilities including investment management, concentrated stock solutions, estate planning services, banking, credit and fiduciary services. 

Marta began her financial services career at First International Bank of Houston – a predecessor to Bank of America. While at Bank of America, she has been a client manager in international banking and commercial banking – and since 1988, has worked in her current role with the Private Bank (formerly U.S Trust).

Marta is a native of Havana, Cuba and graduated from the University of Houston with a Bachelor of Business Administration degree in finance. Marta resides in the Lakewood area of Dallas where, along with her husband, Bob, she is active at First Presbyterian Church of Dallas. She also serves on Bank of America’s Hispanic Leadership Council and is involved with several community organizations including The Economic Leadership Council of the Texas Women's Foundation. Additionally, Marta sits on the Board of Directors of Girl Scouts of North East Texas.

EDUCATION

  • University of Houston

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

Amanda T Cecil

Private Client Manager

214.559.6307

William (Bill) T Struckell

Portfolio Manager

214.443.3645

Hope E Catterton

Senior Trust Officer

214.443.3670

Key Contacts

Marc White

214.443.3719

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 (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.