Chris Mazzatta is a Managing Director and Private Client Advisor at Bank of America Private Bank in Florham Park, New Jersey. In this capacity, he leads a team of specialists who work in concert to advance client objectives in multiple areas, including customized credit, private banking, intergenerational wealth transfer, trust and investment management, and concentrated stock positions. In his most recent role as a Wealth Strategies Advisor, he led the Private Bank’s delivery of financial and estate planning advice to high net worth families.
A primary focus for Chris is working with corporate executives on equity-based compensation and retirement planning. Also, he has a great deal of experience working with business owners on pre-sale tax minimization and post-sale cash flow planning strategies. For all clients, Chris provides wealth management services in the areas of wealth planning, estate planning, retirement planning, insurance, tax-minimization strategies, risk management, and philanthropy. Chris also coordinates with the client’s team of advisors to oversee and implement aligned recommendations and conduct periodic reviews that can help clients monitor progress.
Chris joined Bank of America Private Bank (formerly U.S. Trust) in 2010. He holds a B.B.A. in trust and wealth management and an M.B.A. from the Lundy-Fetterman School of Business at Campbell University, where he was captain of the NCAA Division I wrestling team. He also holds a M.S. in taxation from the Zicklin School of Business at Baruch College. Chris is a CERTIFIED FINANCIAL PLANNER® professional and a CFA® charterholder. He coached a NCAA Champion and multiple All-Americans when he was the head wrestling coach for five years at Hunter College in New York City.
He and his wife, Jennifer, currently reside in Wyckoff, NJ with their son, Caden. Outside the office, he enjoys spending time with his family, playing golf and pickleball, and is a blue belt in Brazilian jiu-jitsu.
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