Michelle Bedard

Vice President, Private Client Manager

Professional Profile

Michelle Bedard is a Vice President and Private Client Manager at Bank of America Private Bank in Boston, Massachusetts. A key point of contact for clients with complex financial requirements, Michelle is supported by the global enterprise and orchestrates the efforts of experienced specialists.

Michelle and her team share a mission – to help expedite and simplify clients’ journeys, to whatever they define as meaningful financial outcomes. Devoted to providing an outstanding client experience, Michelle leads the delivery of coordinated investment management, strategic banking and customized credit, daily liquidity and service, trust and estate planning services, and philanthropy. In addition to guiding her team’s efforts, she spearheads clear communication with clients’ tax and legal advisors, to facilitate a synergy of effort.

Critical to Michelle is helping ensure that wealth is optimally structured and passed efficiently to the next generation, and that education is provided to clients whenever possible. She derives personal joy from helping a family’s son or daughter become financially independent, assisting elderly clients in fulfilling legacy goals, and helping entire families pursue milestones that provide lasting memories.

A graduate of New England College of Finance, Michelle launched her career in 1995 as an assistant manager and then, as a personal banker at Bank of America. She joined the Private Bank (formerly U.S. Trust) in 2010. Michelle enjoys cooking Italian food and traveling the Caribbean.

EDUCATION

  • New England College of Finance

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.