Nicholas Roach

Senior Vice President, Portfolio Manager

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Professional Profile

Nicholas Roach is a Vice President and a Portfolio Manager at Bank of America Private Bank in Providence, Rhode Island. In this role, he is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Nick works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.

Nick began his career with the Bank of America Family Wealth Advisors (later incorporated into the U.S. Trust Family Office) in New York City after earning his BA from Brown University. From 2006 to 2014, he served as a Product Team Lead, solving complex investment reporting needs for some of the largest client relationships across the country. Prior to rejoining the Private Bank, he served as a Platform Consultant for Merrill Edge.

Active in the community, Nick is currently on the Board and Development Committee at GrowSmart Rhode Island. He formerly served on the Boards of NeighborWorks Blackstone River Valley, Riverzedge Arts, the Brown Club of Rhode Island, and various committees at Save The Bay. In addition, he served as the Chair of Community Development for the Rhode Island Bank of America Community Volunteers.

Nickis a CFA® charterholder and holds the CERTIFIED FINANCIAL PLANNER™ certification. He earned an MBA from the Zicklin School of Business at Baruch College.




*CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

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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.