Fred Sberna

Fred Sberna is Senior Vice President and Senior Trust Officer at Bank of America Private Bank in New York, New York. Fred advises families across a wide range of wealth transfer strategies and assists them in the creation and implementation of personal trusts and broader estate plans. He provides fiduciary acumen and over-sight in the administration of various types of trusts and investment management accounts.

Fred has twenty years of wealth management experience working closely with high-net-worth individuals and families. Prior to joining Bank of America Private Bank, Fred was a Vice President and Trust Officer at Raymond James Trust, N.A where he worked closely with financial advisors in the Northeast region providing trust, estate and fiduciary advice to high-net-worth clients. During his tenure he partnered closely with trust and investment teams to manage a dynamic book of fiduciary accounts and advise clients on trust and estate administration matters.

Previously, Fred worked at Fiduciary Trust Company International and Wells Fargo Private Bank where he was responsible for delivering all aspects of trust administration and integrated wealth planning services for high-net-worth clients. Fred began his career with the Northern Trust Company within their Global Family & Private Investment Offices Group where he supported client development and relationship management initiatives within the Northeast region for ultra-high-net-worth families, family office clients and family foundations.

Fred earned an M.S. in International Business from New York University and his B.A. in Marketing from Pace University.  He is a member of the Estate Planning Council of New York City and is active in his local community, volunteering with New York Cares and Habitat for Humanity.