Omid Sattarian, CFP®
Omid Sattarian is a Managing Director and Private Client Advisor with Bank of America Private Bank in Cleveland. He delivers customized financial strategies to ultra-high-net-worth individuals and families, family offices, and institutions, helping them simplify the complexities that significant wealth can entail. Omid brings deep knowledge and insight from 20 years of experience serving the distinctive needs of entrepreneurs, business owners, and multi-generational families.
Omid builds long-term relationships with his clients through a disciplined process and a highly refined service model. As a veteran team leader, he assembles purpose-built teams of specialists aligned with each client’s goals, uncovering potential efficiencies across investment management, trust and estate planning, customized banking and lending, family office services, philanthropy, and business succession planning. He combines a boutique-like approach rooted in privacy and discretion with access to the full capabilities of the Private Bank.
Prior to joining Bank of America Private Bank in 2019, Omid served as Senior Vice President and Senior Financial Advisor with Wells Fargo Private Bank. Previously, he was a Senior Relationship Strategist with PNC Private Bank, where he provided integrated financial advice and guidance to business owners, corporate executives, and multi-generational families. Omid earned both his M.B.A. and B.S. from Cleveland State University and holds the CERTIFIED FINANCIAL PLANNER® certification.
Passionate about community service, Omid serves on the Board of Directors of Towards Employment, a leading workforce development organization in Northeast Ohio.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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 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 interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.