Ben Yzeiri is a Vice President and Private Client Manager with Bank of America Private Bank in Sarasota, Florida. He focuses on cultivating close relationships with a diverse group of ultra-high-net-worth clients, including business owners and multigenerational families. Ben combines his personal experience in liquidity management, banking and structured credit with access to a team of Private Bank specialists. Together the team can offer strategies for portfolio management, wealth structuring and business succession planning, as well as trust and estate planning services.Ben started his financial career in retail banking in 2008. Prior to joining the Private Bank in 2020, he had more than five years of experience in business banking at Bank of America. He believes this background helps him navigate a large financial institution to connect clients, especially business owners, with a variety of innovative credit and lending solutions. His professional yet personal approach to client service is rooted in a commitment to prompt execution, flexibility, and finding answers to challenging questions.A Michigan native, Ben holds a bachelor’s degree with a dual concentration in finance and accounting from the University of Michigan. He relocated to Florida to pursue professional opportunities and earned an MBA degree at the University of South Florida. Ben holds the Chartered Financial Analyst® designation, is a CERTIFIED FINANCIAL PLANNER® professional and recently earned the Chartered Advisor in Philanthropy® through the American College of Financial Services.In the community, Ben is member of the Southwest Florida Estate Planning Council, Charitable Gift Planners, and the Lakewood Ranch Business Alliance. Previously he served on the finance committee of the Boys and Girls Club of Bradenton and volunteered for Big Brother Big Sister of the Sun Coast. He and his wife, Ela, have a young son and daughter. The family enjoys local travel and spending time at the beach.
*CFA® and Chartered Financial Analyst® are registered trademarks by CFA® Institute.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
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.