Nicole Monchik

Professional Profile

Nicole Monchik is a Senior Vice President and Private Client Manager in the Boston, Massachusetts office of  Bank of America Private Bank. She is closely attuned to the wealth management needs and priorities of high- and ultra-high-net-worth clients. Nicole begins engagements by getting to know clients well—challenges, preferences, goals, family situations, and professional aspirations. Together with a client's Private Client Advisor, Nicole helps identify and integrate services and strategies to address client needs, drawing on the breadth of resources available at Bank of America Private Bank. She assists clients with a range of initiatives, including investment management, trust and estate planning services, customized credit and lending, private banking and philanthropy.

Nicole is skilled in organizing cohesive action across a client's Private Bank team. She believes that the team structure helps drive client value by providing depth of skill within a context of unified strategy. Nicole points to the extensive capabilities at the Private Bank as a key differentiator of the bank. 

Nicole joined Bank of America in 2007, giving her insight into the resources and processes of the bank. Her prior experience as a Client Manager for non-profit and healthcare clients enables Nicole to integrate the commercial offerings of the bank for clients. Prior to Bank of America, Nicole worked at JP Morgan.

Nicole earned her M.B.A. from the University of North Carolina Keenan-Flagler Business School and her B.A. from Colby College.