John Alexander, CEPA® CSRIC® is a Senior Vice President and Private Client Advisor with Bank of America Private Bank based in Brooklyn, NY. John holds the Certified Exit Planning Advisor® and the Chartered SRI Counselor™ designations. He focuses on advising Business Owners, from tech startups to multi-generational family business with a particular focus on planning for the family financial enterprise.
He leads a team of Private Bank and Family Office specialists who work in concert to identify and execute efficiencies in investment management, trust and estate planning, banking and lending, pre and post liquidity event planning, legacy and wealth strategy, NextGen, art and philanthropy, as well as designing and running Family Offices. Closely attuned to the distinctive priorities and dynamics of each family, he offers the knowledge and insight he has gained from advising a highly accomplished and sophisticated clientele over many years.
John draws on three decades of leadership experience in private banking and investment management across the Americas, Europe and Asia. Prior to joining Bank of America Private Bank, he was a Wealth Advisor with the Family Office of Key Private Bank. He previously served as Head of Global Investment Management with Deutsche Bank Private Wealth Management in Geneva and New York. Before joining Deutsche Bank John was CEO of Lloyds Bank Private Bank Switzerland. He earned his B.A. with Honors from Worcester College, Oxford University. Fluent in Spanish and French, he also has a working knowledge of Russian.
John serves as Executive Director of the Piermont Straus Foundation, a capacity builder for nonprofit organizations in the arts and environment.
John and his wife Laura Straus live in Roxbury, CT.
*Chartered SRI Counselor™, CSRIC®, and the CSRIC® logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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 familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. 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 in on providing today's clients with disciplined financial strategies and a bridge across generations.