Casey Lepore is a Vice President and Trust Officer for Bank of America Private Bank in Providence, Rhode Island. In her role, she is responsible for administering trust and investment management accounts for high-net-worth individuals and families. As a primary member of the relationship team, she provides technical guidance on trust administration for complex fiduciary relationships.
Casey joined Bank of America in June of 2015, serving in several capacities prior to her current role. Casey holds 15 years of previous law firm experience, with a primary focus on trusts, estates and civil litigation as it relates to federal and state banking rules and regulations.
Casey is a member of the Rhode Island Estate Planning Council and is also an avid gardener and child advocate, having previously volunteered as a Court Appointed Special Advocate in Rhode Island. She and her family live in Johnston, Rhode Island.
Casey does not provide legal advice in her role with Bank of America.
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.