Amanda De Pena
Amanda de Peña is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York, New York. Amanda works closely with high-net-worth and ultra-high-net-worth individuals, families and institutions.
An accomplished private banker, Amanda advises senior executives, investment bankers, hedge fund founders, private equity principals, nonprofit organizations and multigenerational families. She builds long-term relationships founded on trust, impeccable service and an enduring commitment to each client’s best interests.
Amanda collaborates closely with specialists, who offer their acumen in managing the complexities of substantial wealth. Together, they look to address multiple facets of clients’ financial lives, including pre-transaction planning, customized lending, next-generation wealth transfer, charitable giving and tax-sensitive investing. Amanda is also adept in connecting clients to resources throughout the enterprise, focusing on each client’s needs through her extensive network.
Amanda has more than 30 years of banking experience. Prior to joining the Private Bank, she spent two years with Safra National Bank, where she was Executive Managing Director and Regional Head of New York. While at Safra, she supported the development of its domestic private-banking platform. Her experience also includes 21 years with First Republic Bank, where she was a Senior Managing Director and a senior private banker, responsible for household banking, operating accounts, lines of credit, mortgage needs and investment opportunities.
Amanda’s current tenure is a “homecoming.” Earlier in her career, she spent seven years with U.S. Trust, the Private Bank’s predecessor firm, where she was a Vice President. She began her banking career in 1987 after earning her B.A. from Wittenberg University in Ohio.
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.