Lydia Nikolic, CSRIC® is a Managing Director and Private Client Advisor, with Bank of America Private Bank in New York, New York. Lydia works with an accomplished clientele. She helps identify their goals and supports their overall wealth management strategy. Lydia leads a team of specialists within Bank of America 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. She cultivates an environment of accountability, founded on a desire to anticipate the needs of high-net-worth individuals, families, and institutions and her team delivers a suite of offerings notable for their impact and immediacy.Lydia began her financial services career in 1993 and joined Bank of America in 2008. Prior to her current role, she served as the Private Bank Market Leader for Brooklyn and Queens, and Market Executive for NYC Outer Boroughs, where she led significant growth for the Commercial Bank in Brooklyn, Queens, and Staten Island. Previously, she served as the Market Manager for Business Banking on Long Island, where she spearheaded robust client engagement and revenue growth. Earlier in her career, Lydia worked in mid-corporate, international, and public finance divisions of JP Morgan Chase in New York and Credit Swiss First Boston in San Francisco.Lydia holds a master’s degree in organizational development and leadership and a certification in sustainability leadership, both from Fielding Graduate University. She is a graduate of the Pacific Coast Banking School, a three-year, master’s level program for senior banking officers.A strong proponent of giving back, Lydia participates in Bank of America’s Global Ambassadors Program (Vital Voices) as a mentor to a woman entrepreneur in Europe. She has also been active in in the Cheri Blair Foundation Mentoring Program as a mentor to a businesswoman in Nigeria. She is a current member of the Board of Directors of the Long Island City Partnership in Queens.In addition to her native Serbo-Croatian, Lydia speaks French and Russian. She is an avid reader, skier, and golfer.
*Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.