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.
Rocky Fittizzi is a Managing Director and Wealth Strategies Advisor at Bank of America Private Bank. From his base in Albany, he supports all of the Private Bank offices in Upstate New York.
Rocky helps clients foster a strong connection between their family priorities and their wealth. He strives to build relationships whereby clients seek his guidance when a life cycle or business event occurs. Rocky can analyze each situation from the perspective of the potential impact it may have on a client’s estate, tax strategy, business succession planning, charitable giving, as well as other goals. He shares these analyses with clients and can offer thoughtful guidance to help point them in the direction that aligns with their family values and goals.
Rocky pays close attention to the needs of the next generation, helping them with a personalized approach to become an effective steward of family wealth. He is the Head of the Bank’s Full Family Engagement and Next Generation Center of Excellence.
Rocky joined Bank of America Private Bank in 2008 (formerly U.S. Trust) from Ayco, a subsidiary of Goldman Sachs. He is a graduate of Princeton University with a bachelor’s degree in history. Rocky received his J.D. from Albany Law School and was selected to the Albany Business Review’s “40 Under 40” Class of 2016.
A native of Albany, Rocky resides in Menands, New York, with his wife Sue and twin children Reese and Rocco. A former college football player, he enjoys watching and talking about sports, including football, horse racing and golf. As a history buff, Rocky loves attending local trivia nights across the Capital District.
Rocky does not provide legal or tax advice in his role at the Private Bank.
Neither Bank of America, Merrill, nor any of their affiliates or financial advisors provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Private Bank CIO Audiocast Series
Tune in at 2:00 PM EST on Monday and Friday for the latest insights.
Let's Have A Conversation
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 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.