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Nazanin Saidi

Managing Director, Private Client Advisor

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Professional Profile

Nazanin (Nazy) Saidi is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices and institutions, devising tailored wealth strategies that align with clients’ needs and long‐term goals. She selects and leads a team of specialists, coordinating cohesive initiatives designed to help streamline and advance multiple areas of wealth management: investment management, trust and estate planning, credit, family office services and philanthropy.

Nazy is keenly attuned to a client’s personal, professional and philanthropic interests. She helps business owners, entrepreneurs, senior executives, multigenerational families and charitable institutions navigate significant crossroads in their financial lives, providing them with resources designed to help them pursue sound decisions.

Nazy has worked in financial services since 2001. Prior to joining Bank of America Private Bank (formerly U.S. Trust), she was a Private Banker with J.P. Morgan in Chicago. Her career also includes tenures with Coghill Capital Management, where she served as Equity Research Associate; LaSalle Bank, where she was a Commercial Lender; and Lotsoff Capital Management, where she began her career as a Fund Financial Analyst. She earned her B.B.A. with dual majors in finance and international business from Loyola University. Nazy Saidi is also a CERTIFIED FINANCIAL PLANNER™ professional.

Originally from Chicago, Nazy and her family are happy to call Newport Beach home. She, her husband, son, and daughter enjoy exploring the area, trying new restaurants, and staying active outdoors.

In her free time, Nazy is part of Harvesters, an independent volunteer organization in Orange County devoted to raising awareness and funds for Second Harvest Food Bank and also volunteers with her children’s school and other community organizations. Her hobbies include running and traveling.




*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

EDUCATION

  • Loyola University Chicago

LANGUAGES

  • Persian

ORGANIZATIONS

  • NFTE Chicago - Past Auxiliary Board Member

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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.