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.
Reza Golchini is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in San Francisco, California. With over 25 years of experience, he is a key member of a relationship team leading a team of dedicated specialists to help address the complex wealth management needs of high-net-worth individuals, family offices and non-profit institutions. Together they help provide strategic guidance with respect to wealth structuring, trust and estate planning services, investment management, philanthropic opportunities, and sophisticated banking and lending solutions.
Providing a thoughtful, personalized, high-touch approach, Reza helps owners of privately held companies create lasting legacies for their businesses. Long before he formulates any specific strategies, he spends considerable time asking questions and understanding their unique needs. Positioned at the nexus of these events, Reza can help guide them with their post-sale wealth management needs and connect them to the extensive global resources of Bank of America.
Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2016, Reza worked as a Vice President and ultra-high-net-worth Private Banker at Citi Private Bank in San Francisco, where he provided clients with banking, investment management, credit, capital markets, insurance and trust and estate planning services. Previously, he worked as an Account Executive at First Republic Bank in San Francisco advising clients on their banking and residential mortgage needs. Reza began his career in banking as an Assistant Vice President and Private Banker at Wells Fargo Private Bank where he delivered customized wealth management solutions to high-net-worth families and family offices.
Reza earned his Bachelor of Science degree in business economics from Sonoma State University. His hobbies center around spending time with his dog, hiking,
traveling, wine tasting, running, and reading.
- Sonoma State University
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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.