Stefan Nicholas

Senior Vice President, Private Client Advisor

Professional Profile

Stefan Nicholas is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Chevy Chase, Maryland.  He works with a diverse set of clientele that includes ultra-high-net-worth individuals, families and business owners.  Stefan is committed to helping clients develop and implement customized wealth management strategies based on a thorough understanding of their personal values, goals for managing and transferring wealth, and vision for their financial legacy. 

As the leader of a Private Bank team, Stefan brings together specialists with deep skills and experience.  Together, he and the team develop innovative strategies and provide guidance to clients tailored to meet their individual wealth management objectives.  Stefan's team delivers strategies for investment management, wealth transfer and philanthropy, as well as credit and lending solutions.  The team also designs succession and exit planning strategies for owners of privately held companies.

Stefan began his banking career in 2012.  He joined Bank of America Private Bank (formerly U.S. Trust) in 2017.  Before joining the financial services industry, he practiced law for 15 years in New York and Washington, D.C.  However, Stefan does not provide legal or tax advice in his role at the Private Bank. 

Stefan holds a B.A. degree in international relations from Georgetown University, an M.A. degree in foreign affairs from the University of Virginia, and a J.D. degree from the University of Virginia School of Law.  He is a member of the American Bar Association, the Estates and Trusts Bar of the District of Columbia, and the Estate Planning Council of both Washington, D.C. and Montgomery County, Maryland.  He serves on the advisory board for the Community Foundation of Montgomery County.

Stefan lives in Bethesda, Maryland, with his wife and two children.

*Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.


  • English
  • German
  • Spanish


  • Advisory Board, Community Foundation for Montgomery County
  • Advisory Board, Network for Teaching Entrepreneurship
  • American Bar Association
  • Board of Directors, DC Vote
  • D.C. Estate Planning Council
  • District of Columbia Bar
  • New York State Bar


  • Georgetown University
  • University of Virginia School of Law
  • University of Virginia, Wilson School of Foreign Affairs

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Petro (Peter) Zouzoulas

Private Client Manager


Connie A Torabian

Market Trust Executive


Christopher Tate

Wealth Strategies Advisor


Michael J Sellers

Portfolio Manager


Benjamin A. Hilyard

Senior Trust Officer


Erica L Webber

Senior Trust Officer


Zachary A Cohen

Wealth Strategies Advisor


Cynthia S Prentiss

Portfolio Manager


Aaron Wall

Portfolio Manager


Rachel K. Schaub

Portfolio Manager


Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future


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 for 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 interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.