Nicole Poteat

Vice President, Private Client Advisor

Professional Profile

Nicole Poteat is a Vice President and Private Client Advisor with Bank of America Private Bank in New York, New York. Nicole works with high-net-worth individuals and families, helping them discern the underlying purpose and meaning of their wealth, and pursuing those objectives with focus and care. An experienced team leader, she connects clients to the capabilities that reflect their unique interests and needs, fostering a client experience that is intimately personalized and responsive.

Nicole advises a diverse clientele including founders, young professionals, and families with multi-generational wealth. An attentive listener, she is skilled in helping clients unify varied objectives, uncovering possible efficiencies across a client’s balance sheet. Her areas of focus include wealth structuring and pre-liquidity-event planning for company founders and entrepreneurs, financial education and stewardship for women decision-makers and next-generation family members, and wealth strategy for clients with complex personal or professional circumstances.

Prior to joining the Private Bank (formerly U.S. Trust) in 2017, Nicole was an Associate in the Executive Office of Goldman Sachs. She earned her Bachelor’s degree in Government from Harvard University and her J.D. from Boston College Law School.

Nicole is a managing member of Gaingels, a mission-based venture capital organization that invests in companies with LGBT leadership. A committed philanthropist, she has endowed the Michael Poteat Global Education Scholarship at Elon University. She also serves as a board member of the Ackerman Institute for the Family.

Nicole lives in Westchester, New York, with her wife Emilie, their twin daughters Adeline and Birdie, and their golden retrievers, Charlie and Eliot. On the weekends she enjoys exploring New England with her family, playing tennis and boxing, doing needlepoint and painting, and helping to manage her family business.

Nicole does not provide legal advice in her role with Bank of America Private Bank.

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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 (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.