Patricia Chavez is a Managing Director and Market Executive for Bank of America Private Bank. Patricia leads a team of Private Bank professionals who provide integrated strategic guidance and execution in multiple disciplines including investment management, wealth structuring, trust and estate planning services, philanthropy, and credit and lending. She is responsible for enhancing the client experience, overseeing the delivery of in-depth offerings to high-net-worth clients who have sophisticated needs and complex circumstances. In her previous role, Patricia served as a Philanthropic Market Executive, committed to helping nonprofit organizations, endowments, and foundations enhance their mission fulfillment and organizational stability through tailored strategies, fiduciary services, and administrative support. Patricia is proud to be a third-generation Bank of America employee. Prior to joining Bank of America Private Bank, she was a Market Executive for Business Banking at Bank of America. She earned her Master of Business Administration with a concentration in Finance from the University of La Verne and her Bachelor of the Arts degree in Business Administration with an emphasis in Marketing from California State University Fullerton. She is a graduate of the Pacific Coast Banking School.
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 future growth, our commitment is to making your goals our priority. 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.