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 Bernard is a Senior Vice President and Institutional Client Advisor with Bank of America Private Bank in New York, New York. Peter provides sustained leadership and advice to clients who have sophisticated wealth management needs. He offers more than three decades of direct experience, integrating the insights he has gained from advising a highly accomplished clientele. Clients look to Peter for his ability to streamline complex concepts, communicating them clearly and effectively so that clients can better capitalize on the opportunities at their disposal.
Peter has particular depth addressing the wealth-management needs of senior executives, hedge fund principals, and business owners. He brings deep subject-matter knowledge in trust and estate planning services and philanthropic solutions, having consulted to some of the firm’s most significant relationships. His facility with wealth-transfer structures compounds his value to clients. He is able to synthesize the options at a client’s disposal, providing leadership and direction that are in keeping with a client’s overall legacy intentions. Peter is also adept in facilitating clear communication with a client’s external tax and legal advisors, as appropriate.
Prior to joining Bank of America Private Bank in 2021, Peter served as a Director with Merrill for over 21 years, advising the New York City Private Wealth Management teams on Trust and Estate matters. Earlier in his career, he held tenures with PNC Bank, Wells Fargo, and Summit Bank, gaining fiduciary and brokerage experience. Originally from Maine, Peter earned his B.A. from Assumption College. He spent six years as a Captain in the United States Marine Corps, including four years on active duty, serving in both the U.S. and Okinawa, Japan.
Peter is a past member of the New York City and Philadelphia Estate Planning Councils and a former board member of the New Jersey Ballet Company.
Peter and his wife live in Chatham, New Jersey, and have two children and two dogs.
- Assumption College Worcester, Massachusetts
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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.