Omid Sattarian is a Managing Director and Private Client Advisor with Bank of America Private Bank in Cleveland. Omid provides customized financial strategies to ultra-high-net-worth individuals and families, family offices and foundations, helping them simplify the complexities that significant wealth can entail. He offers the knowledge and insight that stem from direct experience catering to the distinctive needs of entrepreneurs, business owners and multi-generational families.
Omid develops long-term relationships with the clients he serves, addressing their needs through a disciplined process and a highly refined service model. A veteran team leader, he identifies the resources that align with each client’s interests and needs, assembling a purpose-built team of specialists who work in concert to uncover possible efficiencies in investment management, trust and estate planning, customized banking and lending, family office services, philanthropy, and business succession planning. He fosters a boutique-like sensibility founded on privacy and discretion, while connecting clients to the manifold capabilities at their disposal through the Private Bank.
Prior to joining Bank of America Private Bank, Omid was a Senior Vice President and Senior Financial Advisor with Wells Fargo Private Bank, where he focused on the needs of high-net-worth clients. Previously, he served as a Senior Client Advisor with PNC Wealth Management, where he provided integrated financial advice and guidance to business owners, corporate executives, and multi-generational families. He began his financial services career in 2000 and has taken on increasing leadership roles throughout his career. Omid earned his M.B.A. and his B.S. in Computer and Information Science from Cleveland State University. He holds the CERTIFIED FINANCIAL PLANNER® certification.
Omid is passionate about community service and volunteerism and serves on the Board of Directors of Towards Employment, a leading community-based workforce organization in Northeast Ohio.
\*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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 familieis, 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 making your goals our priotity. 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.