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MEMBER PROFILE

 

Peter Manzi

Bank of America Private Bank

 

Member profile details

Membership level
Long Island Individual
First name
Peter
Last name
Manzi
Title
Managing Director and Private Client Advisor
Company
Bank of America Private Bank
 

CONTACT INFORMATION

City
Melville
State
New York
 

PROFILE INFORMATION

Call me when
You or your UHNW clients need a multi-discipline advisory team that can provide sophisticated and holistic planning and solutions in advance of a business sale or other liquidity event.
Why I/we support XPX
Engage in a network of client centric professional and trusted advisors who bring their expertise to the business owner’s transition team
Profession
  • Banker
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Investments
  • Lending
  • Sell side/Divestiture
  • Trusts
Client Industry(ies)
  • Health/Pharma/Biotech
  • Manufacturing
  • Non-profit
  • Telecommunications
  • Wholesale/Distribution
Professional Certification(s)
Certified Financial Planning, FINRA Series 7 and 65, Certified Exit Planning Advisor
Transition Planning Certification or Methodology
Exit Planning Institute
In Business Since
1987
How to contact
peter.manzi@bofa.com
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