Chris Federico, CFP® is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank in Atlanta, Georgia. Chris works closely with high-net-worth individuals and families helping them to manage their wealth thoughtfully and strategically. Chris leads a team of specialists to provide guidance and expertise in the areas of wealth and estate planning, investments, assistance with the sale of a business, family office solutions, credit, and banking. Chris and his team offer a boutique approach in creating customized and tailored plans designed to meet the unique needs of each situation.
As an Institutional Client Advisor, Chris works closely with institutional clients leading a team of institutional specialists to provide comprehensive investment management, investment policy, and philanthropic services. Clients include healthcare systems, not-for-profits, philanthropic foundations, and corporate entities. Drawing on his prior experience as a commercial banker, Chris has deep experience advising institutional clients and delivering solutions to help them advance their missions and achieve their goals.
Prior to joining the Private Bank, Chris was with the Bank of America Global Commercial Bank for nearly 15 years. Previously, he held positions with Delta Air Lines and EY. Chris earned a BBA in Accounting from Georgia State University and an MBA from Emory University’s Goizueta Business School.
Chris is a CERTIFIED FINANCIAL PLANNER® professional, and he is a licensed CPA in the State of Georgia. Chris is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants.
In his free time, Chris enjoys attending his children’s athletic events, cooking, and beach vacations. Chris and his family reside in the metro Atlanta area.
Chris does not provide accounting, tax, or legal advice in his role with Bank of America Private Bank.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.