Patrick J. Carlucci

Senior Vice President, Private Client Advisor

Professional Profile

Patrick Carlucci is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Boston, Massachusetts. Supported by the global enterprise and working alongside dedicated specialists, he assists a select clientele of senior-level executives at technology, biotech, and financial institutions (including hedge fund and private equity principals), business owners and generations of wealthy families.

Patrick is passionate about helping clients deploy and manage their resources, pursue their missions, and enjoy more interesting and rewarding lives. To help enhance their wealth and streamline their financial responsibilities, he and his team deliver strategic banking and customized credit solutions (including those for investor real estate, marine and aircraft leasing), liquidity event strategies, investment planning, exit planning, estate planning services, day-to-day liquidity management solutions, and philanthropy.

Throughout each relationship, Patrick offers a high caliber of guidance, a relentless service ethic, and a profound dedication to client well-being. He feels tremendous fulfillment helping clients achieve meaningful milestones that can bring joy to their families, as part of long-term strategies designed to pass along wealth and values to their children and grandchildren.

Prior to joining the Private Bank (formerly U.S. Trust) in 2013, Patrick spent four years as an associate at Deutsche Asset & Wealth Management serving ultra-high-net-worth individuals and families. Patrick is a graduate of St. John’s Prep, Fairfield University’s Dolan School of Business and Boston University’s Financial Planning Program. He resides in Beverly Farms, Massachusetts with his wife and four children.

EDUCATION

  • Fairfield University
  • St John's Prep

LANGUAGES

  • English

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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 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.