Matt Brady is a Managing Director and Market Executive at Bank of America Private Bank based in Palo Alto, California. He is responsible for managing the Private Bank’s business across Silicon Valley, the East Bay region, and the surrounding area.
Matt is responsible for enhancing the client experience by streamlining access to resources, augmenting advisor capabilities, and fostering collaboration. He began his career as a tax attorney working in a broad range of matters, including corporate transactions and financial instruments, charitable organizations and planning, and estate planning. He believes that effective planning is a key factor in providing excellent client service and enhancing results. Matt understands that client service involves effective blending of multiple disciplines: Investment management, trust and estate planning services, credit and lending strategy, family office services and philanthropy, each a key discipline in itself, should be part of an integrated overall approach.
Matt has worked in the financial services industry since 2000. Prior to joining Bank of America Private Bank in 2024, he served as regional market manager at Citi Private Bank, helping give him experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, he was regional managing director of the Wells Fargo Private Bank in San Francisco. Matt began his career practicing law at the New York City firm of Donovan Leisure Newton & Irvine.
Matt obtained an A.B. degree, cum laude, in Politics from Princeton University and a J.D. degree from Stanford Law School, where he was a note editor on the Stanford Law Review. Matt also is an experienced speaker on of wealth management topics and has written extensively on a variety of tax and planning issues and is a member of the San Francisco Estate Planning Council.
Matt has served as a trustee of Saint Francis Hospital in San Francisco and currently is board chair of Saint Francis Foundation, a charitable organization which supports the hospital and other groups promoting the health and well-being of San Francisco residents.
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.