Claire Schissler is a Senior Vice President and Senior Trust Officer for The Private Bank at Bank of America in Florham Park, New Jersey. In her fiduciary role, she helps to ensure that each trust is administered in accordance with its specific provisions and that the trust’s terms are carried out with the utmost fiduciary oversight. She is the main point of contact for clients and their beneficiaries when it comes to matters of trust administration and will engage other Bank of America Private Bank specialists to assist, as appropriate. She recognizes that each trust and each beneficiary are unique and provides highly personalized service to carry out the terms of each of their estate plans.
Prior to joining Bank of America Private Bank in 2023, Claire worked in similar fiduciary roles across the trust industry, including at Bank of the West, City National Bank, and Wells Fargo. She has significant expertise with high-net-worth and ultra-high-net-worth clients and enjoys building strong client relationships as well as mentoring junior administrators to help them advance in their careers.
Claire holds a JD from Santa Clara University School of Law and a bachelor’s degree in Business Administration and Management from San Jose State University’s Lucas College and Graduate School of Business. In addition to being licensed to practice law in California, she has earned the Certified Trust and Fiduciary Advisor (CTFA) designation issued by the ABA Institute of Certified Bankers.
She is an active member of the Estate Planning Council of Northern New Jersey and previously served on the boards of the Santa Clara County (California) Estate Planning Council, the Burlingame (California) Parks and Recreation Commission, and Legal Assistance for Seniors, a California nonprofit serving seniors in the San Francisco Bay Area. Claire is a past member of the San Francisco and Peninsula Estate Planning Councils.
*Claire does not provide legal advice in her role with Bank of America.
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 familieis, 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 making your goals our priotity. 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.