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.
Richard Fuller is a Managing Director and Private Client Manager with Bank of America Private Bank in New York City. Richard provides in-depth advice and guidance to a select group of ultra-high-net-worth families, helping them deploy their wealth more purposefully while offering the extensive range of resources of Bank of America Private Bank. He has particular depth addressing the distinctive priorities of business owners, real estate investors, and hedge fund and private equity principals.
Richard works in concert with a team of credit, investment, banking, philanthropic and trust specialists to develop customized strategies to help meet clients’ immediate and long-term financial goals. He offers creativity and resourcefulness in addressing the intricacies that significant wealth entail, helping devise solutions that align with each client’s individual situation. Drawing on a significant back-ground in credit, Richard can help address clients’ lending needs. Clients also look to him for an integrated approach to their risk management, hedging, portfolio management, and liquidity needs. An engaged listener, Richard is able to connect clients to additional resources enterprise wide, drawing on a robust network of relationships.
Richard joined Bank of America Private Bank (formerly U.S. Trust) in 2007. Prior to his current role, he served as the Private Bank Credit Risk Executive with responsibility for New York City. He earned his B.A. from Virginia Polytechnic Institute and State University in Blacksburg, Virginia. Richard holds the CERTIFIED FINANCIAL PLANNER™ certification.
Richard and his wife have two grown children.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.