Patrick Carlucci Email & Phone Number

Patrick Carlucci is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Boston, Massachusetts. Supported by the global enterprise and working alongside dedicated specialists, he assists a select clientele of senior-level executives at technology, biotech, and financial institutions (including hedge fund and private equity principals), business owners and generations of wealthy families. Patrick is passionate about helping clients deploy and manage their resources, pursue their missions, and enjoy more interesting and rewarding lives. To help enhance their wealth and streamline their financial responsibilities, he and his team deliver strategic banking and customized credit solutions (including those for investor real estate, marine and aircraft leasing), liquidity event strategies, investment planning, exit planning, estate planning services, day-to-day liquidity management solutions, and philanthropy. Throughout each relationship, Patrick offers a high caliber of guidance, a relentless service ethic, and a profound dedication to client well-being. He feels tremendous fulfillment helping clients achieve meaningful milestones that can bring joy to their families, as part of long-term strategies designed to pass along wealth and values to their children and grandchildren. Prior to joining the Private Bank (formerly U.S. Trust) in 2013, Patrick spent four years as an associate at Deutsche Asset & Wealth Management serving ultra-high-net-worth individuals and families. Patrick is a graduate of St. John's Prep, Fairfield University's Dolan School of Business and Boston University's Financial Planning Program. He resides in Beverly Farms, Massachusetts with his wife and four children.

Listed skills include Financial Analysis, Key Account Management, Bloomberg, Equities, and 7 others.