Adrienne Cormier
Adrienne Cormier is a Managing Director and Senior Trust Officer at Bank of America Private Bank in Boston, Massachusetts. She and her team administer investment management and trust accounts for high-net-worth and ultra-high-net-worth families, working closely with clients and their advisors on wealth transfer and estate planning. Adrienne advises clients on a broad range of transfer strategies, including the establishment and implementation of personal trusts. She provides fiduciary guidance and oversight for a variety of trust structures, other fiduciary investment management accounts and individual retirement accounts.
With more than two decades of industry experience, Adrienne joined Bank of America Private Bank in 2018, serving in the Upper New England market and within the National Trust group. Previously, she spent 12 years as Director of Wealth Operations at Cape Cod Five Cents Savings Bank, where she also oversaw compliance for the trust department. Earlier in her career, she was a Portfolio Manager at TD Banknorth and began her career at CCBT Financial companies, holding roles in trust operations, trust administration, and retirement services.
Adrienne received a Bachelor of Arts degree in economics from the University of Massachusetts at Amherst. She is a member of both the Boston Estate Planning Council and the Estate Planning Council of Cape Cod. An advocate of developing the lives of children, she is a past president and former board member of the Nauset Youth Alliance and she currently serves on the board of trustees for the Healthy Children Project.
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.