This week’s 60 seconds Citywealth Leaders List interview is dedicated to Emily Dreas, Managing Director, Senior Market Executive at Bank of America Private Bank.
Read moreLed by Katy Knox, the Bank of America Private Bank serves ultra-wealthy clients and institutions with high-touch, personalized financial strategies.
Bank of America Private Bank provides an expansive, bespoke suite of offerings designed for complex financial needs:
Wealth Structuring & Estate Planning – Trust and estate design to preserve and transfer wealth
Investment Management – Tailored strategies across traditional and alternative asset classes
Private Banking & Credit Solutions – Including customized lending and liquidity management
Specialty Assets – Programs for art collections, family offices, sustainable investing, and farms/timber-level assets
Philanthropy – Strategic philanthropic planning, donor-advised funds, and foundation services
Art Services – Tailored guidance for collectors or institutions handling valuable pieces
Digital Tools – Features like My Financial Picture, Erica® virtual assistant, secure messaging, and CashPro® for cash management
Additionally, as of March 31, 2025, the broader Global Wealth & Investment Management (GWIM) division held $26.6 billion in private foundation client assets, and as of June 30, 2024, personal trust services accounted for $130.4 billion
Katy Knox was the recipient of a Citywealth Powerwomen award in 2025
This week’s 60 seconds Citywealth Leaders List interview is dedicated to Emily Dreas, Managing Director, Senior Market Executive at Bank of America Private Bank.
Read more