Marta Ortiz Engram

Senior Vice President, Private Client Advisor

Professional Profile

Marta Ortiz Engram is a Senior Vice President and Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management in Dallas, Texas. In this role, Marta is responsible for leading a team of wealth management specialists to provide clients with an array of capabilities and services to help meet client specific needs. Her primary duties include delivering comprehensive investment management, concentrated stock solutions based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals, banking, credit and fiduciary services to high-net-worth clients and families.

Marta started her career in the financial services industry in 1980 when she joined First International Bank – Houston, a predecessor to Bank of America, in the management training program. During her tenure with the Bank of America organization, she has served as a client manager in International Banking, Commercial Banking and since 1988, in her current role, with U.S. Trust Bank of America Private Wealth Management.

A native of Havana Cuba, Marta is a graduate of the University of Houston with a BBA in Finance.

Marta lives in Dallas. Along with her family she is active at First Presbyterian Church of Dallas. She is also involved with various community organizations including, The Economic Leadership Council of the Dallas Women's Foundation and Girl Scouts of North East Texas.

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
Advisor Image

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.