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 Miniati, CFP® is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Providence, RI. Peter connects high-net-worth individuals and institutions to solutions that can help reach their financial goals. His approach combines the client experience of a boutique-like private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment solutions as well as customized credit and banking offerings.
Peter has worked in the financial services industry for over twenty-five years. Prior to joining Bank of America Private Bank in 2022, he served as a Principal at FL Putnam Investment Management Company, helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, he was an Advisor with the Washington Trust Company and a corporate lawyer in a Providence firm.
Peter obtained a Bachelor of Arts degree from the University of Rhode Island, where he served as Student Senate Vice President. He also graduated cum laude from Suffolk University Law School.
Peter is a member of the boards of directors of the Rhode Island Historical Society, Hattie Ide Chaffee Nursing Home and St. Raphael Academy and the Partnership for Philanthropic Planning - RI. He chairs the Professional Advisors Council for the Rhode Island Foundation. He is on the University of Rhode Island College of Business Advisory Board and is past President of the URI Alumni Association. Peter is a PAM (non-CPA) member of the Rhode Island CPA Society, and holds membership in the Rhode Island Estate Planning Council, the Rhode Island Bar Association and its Probate and Trust Committee, and he is a Fellow of the Rhode Island Bar Foundation.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
- St Raphael Academy
- Suffolk University Law School, Cum Laude
- University of Rhode Island, Vice President of Student Senate
- Estate Planning Council of Rhode Island, Member
- Partnership for Philanthropic Planning Rhode Island, Member
- Rhode Island Bar Association, Member
- Rhode Island Bar Foundation, Fellow
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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.