Uday J Shah

Senior Vice President, Private Client Advisor

Professional Profile

Uday Shah is a Senior Vice President and Private Client Advisor at Bank of America Private Bank based in the Washington, D.C., metro area. He works with a select group of high- and ultra-high-net-worth families and individuals, connecting them with the extensive resources of the Private Bank to create customized strategies for managing complex wealth.

Uday leads and coordinates a team of knowledgeable specialists to support each client’s wealth management goals and priorities. Together with the team, he can provide strategies for investment management, succession planning and philanthropy; trust and estate planning services; and credit and lending solutions. He believes the fiduciary platform offered by the Private Bank is essential to the team’s commitment to provide a superior client service experience.    

Prior to joining the Private Bank (formerly U.S. Trust) in 2003, Uday was a financial consultant at Bank of America in Atlanta, Georgia. He started his financial career at Northwestern Mutual. Earlier, he used his leadership skills to coach track and field and cross- country teams at the Olympic and Division I Collegiate level.

Uday is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional*. He earned a B.A. degree at the University of North Carolina, Chapel Hill, and an M.B.A. with a concentration in finance at the University of South Carolina’s Moore School of Business.  

Playing youth sports was valuable to Uday’s personal development. He believes in “paying it forward” as a volunteer coach for his children’s sports teams.   


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

EDUCATION

  • UNC - Chapel Hill
  • University of South Carolina - The Moore School Business

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

Laura Hannon

Private Client Manager

703.761.8112

Boriana N Bakaltcheva

Private Client Manager

703.761.9212

James (Mark) M Hubbard

Private Client Manager

703.761.8389

Jennifer Carey Bak

Private Client Manager

240.380.1731

Benjamin A. Hilyard

Senior Trust Officer

240.380.1729

Erica L Webber

Senior Trust Officer

703.761.9228

Geoffrey C Sipes

Market Investment Executive

202.442.3919

Matthew Lettinga

Portfolio Manager

202.442.7321

Michael J Sellers

Portfolio Manager

202.442.7330

Michael D Babair

Structured Credit Executive

240.380.1753

Tara E Kirrane

Structured Credit Executive

202.442.7520

Zachary A Cohen

Wealth Strategies Advisor

240.380.1726

Christopher Tate

Wealth Strategies Advisor

240.380.1723

Lawrence (Larry) J Macklin

Wealth Strategies Advisor

410.547.4518

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

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.

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.