Dorothy Oertel-Albright is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York. Dorothy works closely with high-net-worth individuals and families, helping them address their distinct priorities and needs. A skilled problem-solver, she relishes the opportunity to unwind complexity, heighten simplicity, and increase transparency. Her tenure and continuity with the firm enhance her ability to connect clients to the resources and capabilities that can help them pursue the lives and legacies they envision.

Dorothy has extensive experience advising hedge fund and private equity principals, as well as other executives in financial services. She understands the needs that can accompany concentrated wealth, including cash management, customized banking, wealth strategy, trust and estate planning services, and philanthropy. Closely attuned to each family’s preferences and dynamics, she enjoys helping multiple generations become more capable and informed stewards of their wealth. Dorothy also advises clients who have inherited their wealth, supporting them in their efforts to grow, preserve, and transfer these legacies effectively. She takes great satisfaction in connecting families to best practices in wealth education, communication, and governance, so they can foster positive outcomes for the people and causes they cherish.

Dorothy has worked at Bank of America Private Bank (formerly U.S. Trust) for more than two decades. During this tenure, she has managed a Private Banking department and its Wall Street Office. Previously, Dorothy held management positions with the Private Bank at Bank of New York.

Dorothy earned her B.A. from Skidmore College in Business and Spanish. She lives in Darien, Connecticut.