Zach Lyons is a Managing Director and Private Client Manager with Bank of America Private Bank in West Hartford, CT. Zach’s main objectives are to listen to the clients, help identify their needs, provide guidance and coordinate with the appropriate representative at the Bank of America Private Bank platform of extensive resources to support each client’s overall wealth strategy. While developing new client relationships and helping to ensure a professional and personal client experience, Zach is responsible for assisting clients with strategic banking and credit including daily liquidity and service needs.
Zach is a banking and wealth management professional with over 20 years in the financial services industry. Prior to joining Bank of America Private Bank, he worked in Commercial Banking and Wealth Management at Bank of America, HSBC Bank and Wachovia Bank helping to give him experience and insight into the wealth management needs of high net worth individuals, families and business owners.
Zach obtained a Masters of Business Administration (M.B.A.) from the University of Connecticut and a Bachelor of Arts in Political Science from the State University of New York at Albany. Zach is also Commercially Credit trained in risk management and underwriting evaluation.
He serves on the CT Insurance and Financial Services Board along with multiple Chambers of Commerce. Zach volunteers at various local community gardens and farms.
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 make 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.