In my practice as a Private Client Advisor with Bank of America Private Bank, I work closely with high-net-worth individuals and families helping them to thoughtfully and strategically manage their wealth. I lead a team of specialists to provide guidance and expertise in the areas of wealth and estate planning, investments, family office solutions, credit, and banking. We offer a boutique approach in creating customized and tailored plans designed to meet the unique needs of each situation.
As an Institutional Client Advisor, I work closely with institutional clients leading a team of institutional specialists to provide comprehensive investment management, investment policy, and philanthropic services. My institutional clients include healthcare systems, not-for-profits, philanthropic foundations, and corporate entities. Drawing on my prior experience as a commercial banker, I have deep experience advising institutional clients and delivering solutions to help them advance their missions and achieve their goals.
Prior to joining Bank of America Private Bank, I spent nearly 15 years as a commercial banker at Bank of America working primarily with clients in healthcare and private higher education. Previously, I held positions with Delta Air Lines and EY. I earned a BBA in accounting from Georgia State University and an MBA from Emory University's Goizueta Business School. I am a licensed CPA in the State of Georgia. I reside in the Atlanta area with my wife and twin boys.
Please feel free to contact me at 404.264.3896 chris.federico@bofa.com
*I do not provide accounting, tax, or legal advice in my role with Bank of America Private Bank.
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.