Peter Manzi

Managing Director, Private Client Advisor

Professional Profile

Peter Manzi is a Managing Director and Private Client Advisor with Bank of America Private Bank. Peter works closely with business owners, corporate executives, professionals, and multi-generational families, helping them discern what they want to accomplish with their wealth and delineating a more efficient pathway to those priorities. With more than 35 years of experience in private banking, he offers the perspective and knowledge to support clients in unwinding the complexities they encounter in managing their wealth, supporting a more purposeful approach to their intentions and aspirations.

Peter has counseled clients through many economic cycles and financial crises and milestones over his career. He surrounds clients with the resources they need, enterprise wide. A strong collaborator, Peter underscores the importance of having the right circle of advisors at the table before a business transition or sale, who work proactively to enhance the value of a transaction.

Prior to joining Bank of America, Peter was a Senior Private Banker at City National Bank for 19 years, where he played a crucial role in the bank’s expansion into the East Coast market. Peter’s career also includes more than 17 years with Citigroup, where he was a Director of Private Banking. He earned his B.B.A. in Finance, Banking and Investments from Hofstra University.

Dedicated to professional excellence, Peter holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. and the Certified Exit Planning Advisor® designation from the Exit Planning Institute. He is the President and an Executive Board Member of the Estate Planning Council of Long Island and a member of XPX Exit Planning Exchange.

Peter and his wife, Lucinda, have two sons and reside on the North Shore of Long Island. His charitable passions include programs supporting children with learning disabilities, families of fallen NYC Fire Fighters and US military veterans. He holds a 2nd Degree Black Belt in the self-defense art of Jiu Jitsu and is a recipient of his school's Bushido Award.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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

Victoria Padala

Private Client Manager

631.547.7464

Key Contacts

Tara Kearney

Private Bank Senior Associate

631.547.7762

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.