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.
Omid Sattarian
Senior Vice President, Private Client Advisor
Professional Profile
Omid Sattarian is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Cleveland. Omid provides customized financial strategies to ultra-high-net-worth individuals and families, family offices and foundations, helping them simplify the complexities that significant wealth can entail. He offers the knowledge and insight that stem from direct experience catering to the distinctive needs of entrepreneurs, business owners and multi-generational families.
Omid develops long-term relationships with the clients he serves, addressing their needs through a disciplined process and a highly refined service model. A veteran team leader, he identifies the resources that align with each client’s interests and needs, assembling a purpose-built team of specialists who work in concert to uncover possible efficiencies in investment management, trust and estate planning, customized banking and lending, family office services, philanthropy, and business succession planning. He fosters a boutique-like sensibility founded on privacy and discretion, while connecting clients to the manifold capabilities at their disposal through the Private Bank.
Prior to joining Bank of America Private Bank, Omid was a Senior Vice President and Senior Financial Advisor with Wells Fargo Private Bank, where he focused on the needs of high-net-worth clients. Previously, he served as a Senior Client Advisor with PNC Wealth Management, where he provided integrated financial advice and guidance to business owners, corporate executives, and multi-generational families. He began his financial services career in 2000 and has taken on increasing leadership roles throughout his career. Omid earned his M.B.A. and his B.S. in Computer and Information Science from Cleveland State University. He holds the CERTIFIED FINANCIAL PLANNER certification.
Omid is passionate about community service and volunteerism and serves on the Board of Directors of Towards Employment, a leading community-based workforce organization in Northeast Ohio.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
EDUCATION
- Cleveland State University
ORGANIZATIONS
- Towards Employment Board of Directors
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Our Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
Key Contacts
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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
FEATURED ARTICLES
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.
