Matthew J Craig

Vice President, Private Client Advisor

Professional Profile

Matt is a Vice President and Private Client Advisor at Bank of America Private Bank in Dallas, Texas. In this capacity, he is responsible for connecting high-net-worth individuals, family offices, and institutional non-profits to customized strategies that can help them pursue their goals for themselves, their families, and communities.

Matt is proud to serve a diverse clientele of business owners (with succession planning strategies up to and through the sale or transition of their enterprise), professional athletes (active and retired), corporate executives (with equity-based compensation planning), entrepreneurs, and generations of families in Texas and more than 15 other states.

For all clients, Matt provides his extensive experience and competencies in the areas of wealth structuring, investment and retirement planning, asset preservation, estate planning and tax-minimization strategies, risk management, specialized credit and banking services, and philanthropy.

Before assuming his current role, Matt worked in the portfolio management group of Bank of America Private Bank helping create, implement, and manage private clients’ investment portfolios. Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2012, Matt spent nine seasons playing professional baseball in the Chicago Cubs organization. 
 
Matt holds a Bachelor of Science degree in business administration and finance from the University of Texas at Dallas, graduating summa cum laude. He also holds an MBA in finance from Southern Methodist University’s Cox School of Business. Matt resides in North Dallas with his wife, Sara, their young son and German Shepherd. In addition to family-and-friend time, he volunteers with Habitat for Humanity, Presbyterian Children’s Homes & Services, and his high school’s baseball team.

EDUCATION

  • Southern Methodist University - Cox School of Business
  • University of Texas at Dallas - Naveen Jindal School of Management

Key Contacts

Cerisse Fortune

Private Banking Associate I

469.294.7179

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.