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.
Senior Vice President, Private Client Advisor
Ross Peet is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in New York, New York. Ross works closely with individuals and families who have sophisticated financial needs, helping them pursue their priorities and goals more effectively. He has particular depth catering to the needs of entrepreneurs and wealth creators, including technology founders, Silicon Alley principals, and other senior executives.
Ross is skilled in helping clients streamline multiple aspects of their lives and legacies. He hand-selects a team of specialists for each relationship, mindful of each client’s distinctive needs and interests. He then works in concert with his team to uncover possible efficiencies in multiple areas, including investment management, trust and estate planning, banking and lending, business succession planning, and philanthropy. Ross’s background in the capital markets and investment banking has provided him with the knowledge and experience to navigate significant decision points in clients’ financial lives.
Prior to joining the Private Bank, Ross was a Managing Director and Senior Advisor with Fieldpoint Private in New York. Previously, he was a Senior Vice President with Macquarie Capital in New York and San Francisco, serving as Head of the San Francisco office. He began his financial services career in 1997 at Needham & Co., ultimately serving as Managing Director and Head of the San Francisco office. He earned his B.A. in political science from the University of Pennsylvania.
In his free time, Ross is very active in the recovery community. He also enjoys participating in ultra-running events and spending time with his four children.
- Board Member, Caron Foundation, New York
- Board Member, Philadelphia Association of Zeta Psi
- University of Pennsylvania
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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.