Chris C.
Palm Beach Market Executive @Bank of America
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WORK HISTORY
Palm Beach Market Executive @Bank of America
Palm Beach, FL, US
Managing Director and the Palm Beach Market Executive for Bank of America Private Bank. Leads a local team delivering comprehensive wealth management and advisory solutions for high- and ultra-high-net-worth clients with sophisticated needs, including investment management, custom lending, trust and estate planning, philanthropy, and other wealth preservation and structuring strategies.Partners with internal and external stakeholders to expand the firm’s presence and impact across the Palm Beach and Treasure Coast markets, fostering collaboration and delivering holistic advice aligned to clients’ financial and legacy goals. Committed to building enduring relationships and delivering exceptional service and outcomes for clients, families, and institutions.
EDUCATION
Northwestern University - Kellogg School of Management
Master of Business Administration - MBA, Finance, Technology & E-Commerce
United States Naval Academy
Bachelor of Science, Ocean Engineering
ABOUT CHRIS C.
Managing Director and the Palm Beach Market Executive for Bank of America Private Bank. Leads a local team delivering comprehensive wealth management and advisory solutions for high- and ultra-high-net-worth clients with sophisticated needs, including investment management, custom lending, trust and estate planning, philanthropy, and other wealth preservation and structuring strategies.Partners with internal and external stakeholders to expand the firm’s presence and impact across the Palm Beach and Treasure Coast markets, fostering collaboration and delivering holistic advice aligned to clients’ financial and legacy goals. Team is committed to building enduring relationships and delivering exceptional service and outcomes for clients, families, and institutions.
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