Therese M Vita

Senior Vice President, Private Client Advisor

Professional Profile

Therese Vita is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Buffalo, New York. She takes great satisfaction in helping to guide multiple generations of wealthy families, business owners, and not-for-profit organizations through an assessment of their needs, values and missions so they may be able to navigate the complexities associated with higher levels of wealth.

In her role, Therese leverages Bank of America Private Bank’s fiduciary platform. Leading a dedicated team of local specialists, she addresses both sides of clients’ balance sheets and offers them access to a wide range of resources, including wealth structuring services, investment management, real estate financing, structured credit solutions, asset management, philanthropic services, business owner succession strategies, legacy planning and family office services.

Prior to joining Bank of America Private Bank, Therese worked at both Merrill and Key Private Bank, where she focused on wealth management strategies for high-net-worth individuals and families. She spent the first ten years of her career as a practicing attorney but does not provide legal advice in her role at Bank of America. Therese earned a B.S. in business administration from Le Moyne College and a J.D. from Albany Law School of Union University. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

An active member of her community, Therese serves on the boards of the Western New York Women’s Foundation and The Foundation of the Roman Catholic Diocese of Buffalo. She is a member of the Rotary Club of Buffalo and supports a variety of theater, arts and cultural organizations, including the Buffalo Philharmonic Orchestra. Therese enjoys living on the Buffalo waterfront and taking in all that the city has to offer.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

LANGUAGES

  • English

EDUCATION

  • Albany Law School of Union University, Albany, New York
  • Le Moyne College, Syracuse, New York

ORGANIZATIONS

  • Bar Association of Erie County
  • Estate Analysts of Western New York
  • The Buffalo Club

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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

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.