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.
Thomas Puleo is a Vice President and Private Client Manager with Bank of America Private Bank in Melville, New York. Thomas works closely with high-net-worth individuals, families, and institutions, helping them streamline the complexities that substantial wealth can pose. He has significant experience addressing the needs of real estate investors, hedge fund and private equity principals, and entrepreneurs, providing greater structure, oversight, and coordination to multiple facets of their wealth.
Drawing on more than a decade of banking experience, Thomas is skilled in helping clients discern what they want to accomplish with their wealth—both near-term goals and long-term aspirations. Working in concert with a Private Client Advisor and a team of locally based specialists, Thomas maintains steady momentum on client objectives.
A creative thinker, Thomas brings a practical approach to problem-solving. His in-depth knowledge of the Private Bank allows him to uncover singular solutions that reflect the intricacies of each client’s situation. Thomas is also adept in orchestrating large-scale lending initiatives, including air, marine, art, and real-estate financing. To each relationship, he brings an innate ability to build strong rapport with multiple generations of client families, cementing ties that deepen over time.
Thomas began his Bank of America career in 2012 in the consumer channel, where he held a number of leadership positions overseeing large teams. In 2018, he transitioned to the Private Bank, working in Manhattan prior to his tenure in Melville. He earned his Bachelor’s degree in Finance from Brooklyn College and has completed continuing education through New York University’s School of Professional Studies.
Committed to his community, Thomas is active with the New York Chapter of March of Dimes. He and his wife, Tracy, currently reside in Bayside, Queens. A professional percussionist, Thomas enjoys sharing ideas about great live music performances. In his free time, he also enjoys cycling.
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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 for future growth, our commitment is to make your goals our priority.