Michele Malis

Senior Vice President, Senior Trust Officer

Professional Profile

Michele K. Malis is a Senior Trust Officer for Bank of America Private Bank in Chicago, Illinois. Michele is responsible for administering all types of personal trusts in which Private Bank is named as Trustee.  In addition, Michele focuses her time advising high net worth clients and trust beneficiaries on fiduciary issues, estate planning concerns and wealth transfer techniques.  

 
Prior to joining Bank of America Private Bank, Michele spent over fifteen years in private practice at prominent Chicago law firms concentrating her practice on all facets of wealth planning and philanthropy for high-net-worth families.  She has counseled her clients on a broad range of matters involving the management and transfer of wealth, including all types of trusts used in family wealth management and transfers, business succession planning, asset preservation, federal and state estate and gift tax planning and charitable gifting techniques.  

 
Michele received her B.A. from the University of Southern California and her J.D. from Pepperdine University.  

 

Note: Michele does not provide legal advice in her role at Bank of America Private Bank.

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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.