Riva D Schmid

Senior Vice President, Private Client Advisor

Professional Profile

Riva Drago Schmid is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Greenwich, Connecticut. Riva works with high- and ultra-high-net-worth individuals and families to develop tailored wealth management strategies that seek to address clients' priorities and needs. She recognizes that significant wealth merits a different echelon of service and strategy. Integrating the extensive resources and offerings of the Private Bank, Riva helps clients address gaps in planning while identifying opportunities to help enhance and streamline their financial lives.

Riva takes a holistic approach to wealth management, encompassing investment management, customized credit, trust and estate planning, philanthropy, cash management, and luxury asset acquisition. She has significant experience in helping women and divorcées, and is particularly sensitive to the need for financial education and client dialogue. She has worked with wealth creators from multiple industries, including real estate entrepreneurs and investment professionals. Committed to client well-being, Riva brings a relentless work ethic to client engagements. She spearheads coordinated effort across a team of in-house specialists and is skilled in directing cohesive action. The depth of offerings at the Private Bank, she believes, is a key differentiator for the clients she serves.

Riva has worked in financial services since 1983, taking on increasing leadership roles over the course of her career. Prior to joining Bank of America Private Bank (formerly U.S. Trust), she worked at JP Morgan Chase, where she was a Vice President in the Private Bank and a Small Business Manager. Her experience also includes tenures with Chemical Bank (formerly Chase Manhattan Bank), Citibank, and European American Bank. She earned her B.B.A. from Pace University.

Key Contacts

Gary J. Castellanos

203.571.5342

Lauren A Morales

203.930.7256

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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 (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.