Lauren Burthey
Lauren Vick Burthey is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Charlotte, North Carolina. Lauren works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client’s primary goals and needs, Lauren and her team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. She leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity-event strategies, lending and philanthropy.
Lauren has worked in the financial services industry for almost a decade. Prior to joining Bank of America Private Bank, Lauren most recently served as a Director in the Family Office Practice of Homrich Berg, an Atlanta-based RIA. Lauren began her financial services career as a banker for J.P. Morgan Private Bank, serving institutional families and philanthropic organizations advising across the entirety of their balance sheets. Having worked with many diverse founders, entrepreneurs and C-suite executives, Lauren played an integral role in the creation and launch of what is now known at J.P. Morgan as Diverse Wealth Initiatives.
Lauren brings a wide array of experiences having spent her early career working in higher education at The Wharton School and in consulting with Towers Watson and McKinsey & Company. Lauren obtained a Bachelor of Arts from the University of Pennsylvania and holds a Master of Business Administration from Duke University Fuqua School of Business, where she served as the co-president of the Association of Women in Business. She is also an active member of The Crescent Society (Alumnae) of The Lawrenceville School.
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.