Anne StClair
Anne St.Clair is a Managing Director and Private Client Advisor with Bank of America Private Bank in the Pennsylvania and Delaware Markets. Anne works closely with high-net-worth individuals and families to help optimize and manage their wealth. By identifying a client’s primary goals and needs, Anne and her team coordinate local resources and the national capabilities of Bank of America Enterprise to help clients reach their objectives. She leads a team of Bank of America Private Bank specialists who work in concert to design and implement tailored financial strategies in investment management, trust and estate planning services, liquidity event strategies, lending, philanthropy and risk management.
Anne has worked in the financial services industry for over 27 years. Prior to joining Bank of America Private Bank, Anne served as a Senior Private Wealth Advisor at U.S. Bank helping give her experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, she was a Regional Managing Director with Wilmington Trust, M&T Bank. Anne originally joined Bank of America in 1998 (previously NationsBanc Montgomery Securities) as part of its Equity Research division and then Private Client Services Group. From 2003 - 2013, Anne served as a Private Client Manager of Bank of America Private Bank (formerly U.S. Trust).
Anne obtained a Masters in Business Administration (MBA) in Finance and Management from Tulane University and a Bachelors in Science from the University of Colorado, Boulder.
Anne is a Certified Investment Management Analyst. She holds the CIMA® designation. Anne currently serves on the board of the Delaware Symphony Orchestra.
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.