Patricia Pacheco

Managing Director, Private Client Advisor

Professional Profile

Patricia Pacheco is a Managing Director, a Senior Private Client Advisor, and a Business Development Lead for Diverse Segments within Bank of America Private Bank. Patricia oversees a Global Wealth & Investment Management advisory practice at the firm—a select experienced group of specialists from multifunctional disciplines who are united in their commitment to serving clients through coordinated strategy and advice.

In this capacity, she is responsible for delivering a top concierge relationship management experience, by focusing on the wealth management needs of high-net-worth and ultra-high-net-worth clients, including credit,  investment management, trust and estate planning services, wealth strategy,  and banking.

Patricia begins each client engagement by listening attentively to each client’s needs, interests, and aspirations. Mindful of these parameters, in addition to wealth management solutions, Patricia then assembles and leads a team for each client across the firm, expediting a path to their goals.  As the architect of a cohesive suite of strategies and services, she embodies the “one firm” mindset, helping clients do more with their wealth. She focuses on working with business owners, private equity & hedge funds principals, family offices, institutions, and corporate executives.

Prior to her current role, Patricia served as Market Leader & Diverse Segment Leader within Bank of America Private Bank in New York City. Previously, Patricia was a Managing Director within Bank of America’s Global Corporate Investment Bank, where she was responsible for Latin American and European large corporate subsidiaries in North America. Earlier in her career, Patricia spent more than six years with J.P. Morgan in Corporate Investment Bank, where she served as Executive Director, overseeing financial institutions, public sectors, and non-bank (FIs) operating in Mexico City & USA and seven years at American Express where she covered North America Financial Institutions.

Patricia earned her M.B.A. from the Kellogg School of Management at Northwestern University and her Bachelor’s degree in Business Administration from Manhattanville College, with dual majors in International Business and Latin American Studies.

Active in a number of employee networks, Patricia currently serves in the Bank of America’s Hispanic Latino Executive Council, chairs the Hispanic Latino Business Council NYC and emeritus chair of the firm’s Hispanic Network Executive Advisory Board (HOLA NY). She is also on various national boards, she is a member of the Association of Latino Professionals for America (ALPFA), Latino Justice (prior PRLDF), and prior was a member at the YMCA USA National Board.

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

Carlos M Santana

Private Client Manager

718.310.2179

Javier Romero

Wealth Strategies Advisor

212.852.3958

John (Jack) E Crilly

212.852.2541

Pakhi Eder

Portfolio Manager

212.852.3168

John D. Lori

Portfolio Manager

212.852.2205

Sunil Bhide

Portfolio Manager

212.852.3094

George C Lang

Portfolio Manager

212.852.3231

Shania Weir-Fanelli

Senior Trust Officer

212.852.3641

Courtney Hall

Senior Trust Officer

212.852.3335

Key Contacts

Misael Mendoza

Private Bank Senior Associate Lead

646.855.3545

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.