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 Stone is an Assistant Vice President and Private Client Manager with Bank of America Private Bank in New York, New York. Peter works in concert with two Private Client Advisors, and serves as a central resource for ultra-high-net-worth clients, addressing their day-to-day needs while also steadily advancing their long-term objectives. He provides coordination and communication across the members of a client’s Private Bank team, facilitating an experience that is grounded in diligence, customization, and a consistently high standard of care.
Peter works in concert with Private Client Advisors, as well as dedicated specialists, to identify operational priorities for each relationship, overseeing their smooth implementation. He looks to help clients capitalize on possible efficiencies across multiple contexts of wealth, including investments, trust and estate planning services, wealth strategy, customized lending, and philanthropy. Peter also relates well to multiple generations of client families. He enjoys working with clients’ children and grandchildren, educating them about the principles of responsible stewardship. Forward looking, Peter is skilled at anticipating clients’ administrative and operational needs, maintaining close contact with clients’ external tax and legal providers as appropriate.
Peter has worked at Bank of America Private Bank since 2019. Previously, he served as the Government Affairs Coordinator for the American Hotel & Lodging Association in Washington, D.C. His experience also includes tenures as a Legislative Intern for Congressmen Fred Upton and Leonard Lance. Peter earned his B.A. in economics from Sewanee: The University of the South, where he was a member of Sigma Alpha Epsilon.
A resident of Hoboken, Peter enjoys spending time with his family and friends, playing golf, fishing, watching hockey, enjoying live music, and traveling. He spent several summers working at Baltusrol Golf Course and likes to follow the PGA tour.
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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.