Ross Peet

Senior Vice President, Private Client Advisor

Professional Profile

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.

EDUCATION

  • University of Pennsylvania

ORGANIZATIONS

  • Board Member, Philadelphia Association of Zeta Psi

Our Team

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

Apryl J Redwood

Private Client Manager

212.852.2882

Deirdre E Hoebich

Wealth Strategies Advisor

212.852.3002

John Batterton

Wealth Strategies Advisor

212.852.2026

Jeffrey Whalen

Portfolio Manager

212.852.3198

George C Lang

Portfolio Manager

212.852.3231

Michael H. Spiegel

Senior Trust Officer

212.852.2288

Julia (Julie) A Hymans

Family Office Senior Client Manager

212.852.3347

Kitty Yen

Structured Credit Executive

212.852.3416

Key Contacts

Stephanie G Toro

212.852.3524

Surajie Balkaran

212.852.3424

Neal Neff

212.852.2324

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 (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.