Nicole Poteat

Vice President, Private Client Advisor

Professional Profile

Nicole Poteat is a Vice President and Private Client Advisor at Bank of America Private Bank. In this role, she is responsible for connecting high net worth individuals and institutions to solutions based upon the client’s risk tolerance, time horizon, liquidity needs and overall investment goals.  Her approach combines the client experience of a boutique private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment solutions as well as customized credit and banking offerings.

Nicole is a managing member of Gaingels, a mission based venture capital organization investing in companies with LGBT leadership. Nicole is a committed philanthropist. She recently endowed the Michael Poteat Global Education Scholarship at Elon University. She is a board member of the Ackerman Institute for the Family.

Prior to joining the Private Bank Nicole was an Associate in the Executive Office of Goldman Sachs. Nicole graduated from Harvard University in 2011 with a Bachelor’s degree in Government and from Boston College Law School in 2015 with a JD.

*Nicole does not provide legal advice in her role with Bank of America Private Bank.
*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

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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.