William McElroy
Will McElroy is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in New York City. Will works closely with ultra-high-net-worth individuals and families, helping them resolve the complexities of substantial wealth while pursuing their long-term aspirations. He has particular depth advising significant families, family offices, entrepreneurs, and individuals navigating newly created or inherited wealth.
Drawing on his experience as both an investor and advisor, Will supports clients in creating a more cohesive approach to the intricacies of investing, business ownership, liquidity and long-term wealth. He is also skilled in harnessing the expansive offerings of Bank of America, fostering a boutique environment tailored to the needs and interests of each client or family.
Prior to joining the Private Bank, Will served at the Union Group, a global private and public markets investment firm. In this capacity, he was a member of the deal team, responsible for origination, diligence and transaction execution across early and growth-stage investments in the U.S., Europe and Latin America.
Will began his career in 2016 at Deutsche Bank in the firm’s asset and wealth management business, where he gained exposure to investment management, structured lending, family office coverage and alternative investments. He later joined Deutsche Bank’s Global Funds Group, where he focused on the selection, diligence and distribution of private market investments.
Will earned his MBA from Columbia Business School, with an emphasis in finance, entrepreneurship and leadership. He also holds a B.A. from Colby College in Global Studies and Managerial Economics.
Born and raised in New York City, Will appreciates the many cultural offerings of his hometown, particularly contemporary art and film. He also enjoys cycling and skiing
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.