Nicole Monchik

Senior Vice President, Private Client Manager

Professional Profile

Nicole Monchik is a Senior Vice President and Private Client Manager in the Boston 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.

EDUCATION

  • Colby College
  • The Moses Brown School
  • UNC, Kenan Flagler Business School

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.