Mallory Brenner
Mallory Brenner is a Managing Director and Private Client Advisor with Bank of America Private Bank. She works closely with real estate entrepreneurs, business owners, and multigenerational families, providing them with the focused attention and refined insight to pursue their priorities more directly. She advises clients throughout the United States, bringing passion, purpose, and dedication to all her relationships.
Clients look to Mallory as an extended member of their families who can provide sustained leadership and overarching direction for multiple aspects of their finances. She assists them on tax-efficient investing and wealth transfer strategies, next-generation stewardship, liquidity strategies, residential and construction financing, and customized credit. Mallory works in concert with a client’s external tax and legal advisors, as well as her Private Bank team, to advance steady collaboration and clear communication. She excels in helping clients focus on outstanding wealth objectives. Mallory also enjoys mentoring clients’ children on their professional pathways, helping them cultivate the habits and mindsets of strong stewardship.
Prior to joining the Private Bank in 2025, Mallory was a Global Private Banker and Managing Director with Citi Private Bank, where she served for more than 25 years. She earned her MBA summa cum laude from the NYU Stern School of Business and her B.A. in Psychology summa cum laude from Queens College. She holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc.
Outside the office, Mallory is active with the National Multiple Sclerosis Society in honor of her brother, and with Northwell Health and other charitable organizations on Long Island. A resident of Woodmere, she and her husband love spending time with their three adult children and grandchildren, as well as their dog, Emma.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
In her role at Bank of America Private Bank, Mallory does not provide tax advice.
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.