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.
Peter Che is a Managing Director and Private Client Advisor with Bank of America Private Bank in Melville, New York. Peter works closely with an accomplished clientele, helping them pursue their objectives more effectively through tailored strategies, reliable leadership, and focused attention. He has particular depth addressing the needs of business owners, mindful of the intersection of their personal and professional wealth.
Peter spends significant time with clients, gaining an informed understanding of where and how their wealth is derived. This information, he believes, allows him to offer practical advice that can help business owners prepare for what lies ahead—whether transferring a business to the next generation or anticipating a possible sale, merger, expansion, or acquisition. In weighing these options, Peter provides clients with the information they need to evaluate possible scenarios and address gaps in their current planning and execution. He takes pride in serving as a trusted confidante, often serving as a member of a family’s inner circle.
An experienced team leader, Peter directs a high performing group of professionals who are united in their efforts to unwind the complexities of significant wealth. He works in concert with locally based specialists in investments, trust and estate planning services, banking and lending, wealth strategy, and family office services. Peter also collaborates closely with a client’s external tax and legal advisors, resulting in greater clarity on shared initiatives.
Prior to joining Bank of America Private Bank, Peter was an Executive Director in the Commercial Banking division at JP Morgan Chase, where he worked for sixteen years. During this tenure, he gained extensive experience addressing the needs of business owners throughout Long Island and Queens. He earned his B.A. in Political Science and his M.A. in Public Administration from the City University of New York. Peter has also completed executive education in Credit Analysis through NYU’s School of Professional Studies. He is fluent in Korean.
In his free time, Peter enjoys golf and playing the drums for his church’s praise team.
In his role at Bank of America Private Bank, Peter does not provide tax advice.
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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.