Andrew Herr

300 Conshohocken State Rd
Conshohocken PA 19428
(203) 422.5207
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Professional Profile

Andy Herr is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Greenwich, Connecticut.

For over 20 years, Andy has been advising high-net-worth clients, endowments, and foundations on issues such as:

  • Wealth planning and investment management
  • Balance sheet and cash flow optimization
  • Capital project planning and the strategic use of debt
  • Estate planning and administration

    He is a careful listener, thoughtful communicator, and builds long-term relationships grounded in trust and reliability.

Prior Experience:

  • UBS Private Wealth Management, Senior Vice President & Senior Institutional Consultant, 2021-2025

  • J.P. Morgan Private Bank, Executive Director, 2009-2021

  • Harvard University, Planned Giving Fundraiser, 2004-2007



    Education and Credentials:

  • Chartered Financial Analyst ® Charterholder

  • Cornell University, M.B.A. with Distinction in Capital Markets, 2009 - Roy H. Park Leadership Fellow

  • Williams College, B.A., Art History, 2002



    Outside Bank of America:

  • Greenwich Library - Board and Finance Committee, 2016-current

  • First Presbyterian Church of Greenwich - Member of Session, Elder for Stewardship, Finance Committee, 2021-2023

  • Coach, assorted youth baseball and ice hockey teams

  • Live in Greenwich, CT, with my wife and two sons

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Extensive Reach, Innovation and A Legacy of Trust

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.