Chris Mazzatta is a Managing Director and Private Client Advisor with Bank of America Private Bank in Florham Park, New Jersey. He advises high-net-worth and ultra-high-net-worth individuals, families, corporate executives, entrepreneurs, foundations, and closely held business owners on complex wealth management issues. Chris leads an integrated team of specialists who help clients address investment management, estate and wealth transfer planning, fiduciary services, customized credit solutions, philanthropic strategies, and multigenerational family governance.
With more than 15 years at Bank of America Private Bank, Chris has developed particular expertise in helping business owners navigate liquidity events, including pre-sale planning, tax-efficient wealth transfer strategies, charitable planning, concentrated stock management, and post-transaction investment and cash flow planning. He also works extensively with senior executives on equity compensation, retirement planning, executive benefits, and legacy planning.
Prior to his current role, Chris served as a Wealth Strategies Advisor, where he led the delivery of sophisticated financial, estate, tax-aware wealth planning, and philanthropic strategies for high-net-worth families across New Jersey. Today, he continues to bring a highly collaborative approach to client relationships, partnering closely with clients' attorneys, accountants, and other advisors to coordinate and implement integrated planning solutions.
Chris's practice is centered on helping families make informed decisions around wealth preservation, tax efficiency, estate planning, charitable giving, family dynamics, and preparing future generations for wealth stewardship. He is particularly passionate about guiding clients through major life transitions, including business sales, retirement, inheritance events, and multigenerational wealth transfer.
Chris joined Bank of America Private Bank (formerly U.S. Trust) in 2010. He earned a Bachelor of Business Administration in Trust and Wealth Management and an MBA from Campbell University's Lundy-Fetterman School of Business, where he was captain of the NCAA Division I wrestling team. He also holds a Master of Science in Taxation from Baruch College's Zicklin School of Business. Chris is a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. Previously, Chris served as Head Wrestling Coach at Hunter College in New York City, where he coached an NCAA National Champion and multiple All-Americans.
Chris lives in Wyckoff, New Jersey, with his wife, Jennifer, and their son, Caden. Outside of work, he enjoys spending time with family, golfing, pickleball, and Brazilian jiu-jitsu.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute.
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.