Vanessa T Perez

Vice President, Private Client Manager

Professional Profile

Vanessa Perez is a Vice President and Private Client Manager at Bank of America Private Bank. In this role, she is responsible for delivering the Private Bank value proposition and product guidance, so she may effectively maintain and deepen existing and newly developed client relationships. Vanessa partners with Private Client Advisors to provide advice to clients with complex financial needs and delivering them customized strategies. Vanessa’s main objectives are to listen to clients, help identify their needs, provide guidance and coordinate with the appropriate representatives of the Private Bank platform of extensive resources to support each client’s overall wealth strategy. While developing new client relationships and helping to ensure a professional and personal client experience, Vanessa is responsible for assisting clients with investment management, strategic banking and credit. 

Prior to joining Bank of America Private Bank, Vanessa spent eight years at Merrill. She served as an International Banking and Credit specialist for the last five years and three years as a domestic wealth management banker. She advised high net worth clients on their liabilities and provided solutions on all their lending needs. Previously, she worked in the hedge fund space at Dillon Reade in the risk area assisting traders with position management from a risk perspective.

Vanessa earned a B.S. with a major in finance from St John’s University.

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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 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.