Craig Allen
Craig H. Allen is a Managing Director and Senior Trust Officer at Bank of America Private Bank in New York, New York. Craig is responsible for providing comprehensive wealth management advice to high-net-worth individuals, families, and business owners. In particular, Craig provides guidance on developing and implementing estate plans, including advice on wealth transfer strategies, establishing new trusts that align with clients’ long-term objectives, and providing fiduciary oversight of trust and investment management accounts.
Craig has 18 years of wealth management experience working closely with high-net-worth individuals and families. Prior to joining Bank of America Private Bank, Craig served as a Senior Trust Officer at Brown Brothers Harriman, and before that held similar wealth advisory roles as a Private Client Fiduciary Advisor at Wilmington Trust, N.A., and as a Trust Officer at U.S. Trust, Bank of America Private Wealth Management.
Craig earned his M.B.A. from the University of North Carolina with a focus on investment management, and he received his bachelor’s degree in trust and wealth management from Campbell University. Craig holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Trust and Fiduciary Advisor (CTFA) designation sponsored by the ABA Institute of Certified Bankers. He is also a member of the Estate Planning Council of New York City.
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.