Uday J Shah

Senior Vice President, Private Client Advisor

Professional Profile

Uday Shah is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Uday specializes in helping high net worth families and individuals manage their finances. He has been with Bank of America Private Bank for over 16 years and has been providing a wide variety of wealth management services, including an emphasis in fiduciary planning and administration, as well as lending expertise.

Prior to joining Bank of America Private Bank, Uday worked as a Financial Consultant at Bank of America in Atlanta, GA and prior to that, as a financial representative at Northwestern Mutual. Before entering the financial services industry, Uday used his leadership skills to coach track and field and cross country at the Olympic and Division I Collegiate level.

Uday received a B.A. from the University of North Carolina, Chapel Hill and completed his M.B.A. with a concentration in finance from the Moore School of business at the University of South Carolina. Uday holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.


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

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 (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.