Ali Agah is a Senior Vice President and Private Client Manager with Bank of America Private Bank in Palo Alto California. He is the primary point of contact for existing clients. Ali’s objectives are to listen to clients, help identify their needs, provide guidance, and coordinate with the appropriate representatives of the Bank of America Enterprise to support each client’s overall wealth strategy. While developing new client relationships and helping to ensure a professional and personal client experience, Ali is responsible for assisting clients with investment management, strategic banking and credit, as well as daily liquidity and service needs.
Prior to joining Bank of America Private Bank, He served as Vice President at Boston Private helping give him experience and insight into the wealth management needs of high-net-worth individuals and families.
Throughout his financial career, Ali has focused on building and managing relationships with clients and across internal teams. He first joined Bank of America in 2004, holding branch held management positions at financial centers in the San Francisco Bay Area Peninsula. Ali transitioned to his current role at the Private Bank in 2021.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.