Directory
>
Casey M Smith
Casey M Smith
Private Client Advisor, Senior Vice President | Bank of America Private Bank
North Carolina, Charlotte, United States
Casey M Smith
Summary
Casey M Smith is a seasoned Managing Director and Private Client Advisor at Bank of America Private Bank in Charlotte, North Carolina, where he specializes in serving Athletes, Entertainers, and Entrepreneurs, particularly those who are first-generation wealth creators. With a career spanning over a decade at Bank of America, he has accumulated extensive experience in retail and commercial banking, as well as home financing. Casey is a graduate of The College of Saint Rose, holding a B.B.A. in small business and entrepreneurship. He is actively involved in community service, serving on the board of the McColl Center and mentoring for the Cherie Blair Foundation. Additionally, he co-chairs the Hispanic and Latino Council at Bank of America and participates in the CBI 40 under 40 Leadership Development Program. Outside of work, he enjoys life in South End with his wife and their sociable Pitbull, Kilo.
Casey M Smith
Work Experience
Managing Director at
Bank of America Private Bank
February 2025 - Present
Casey M Smith
Education
The College of Saint Rose, Bachelor's Degree
January 2006 - January 2009
Frequently Asked Questions about Casey M Smith
What is Casey M Smith email address?
Casey M Smith's primary email address is *************@bofa.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Casey M Smith work for?
Casey M Smith is a Private Client Advisor, Senior Vice President at Bank of America Private Bank.
Where Casey M Smith graduated from?
Casey M Smith holds a degree in null from The College of Saint Rose.
How can I directly contact Casey M Smith?
To contact Casey M Smith directly, you can use the email address *************@bofa.com. Complete contact information is available upon registration with Muraena.
Who is Casey M Smith?
Casey M Smith is a seasoned Managing Director and Private Client Advisor at Bank of America Private Bank in Charlotte, North Carolina, where he specializes in serving Athletes, Entertainers, and Entrepreneurs, particularly those who are first-generation wealth creators. With a career spanning over a decade at Bank of America, he has accumulated extensive experience in retail and commercial banking, as well as home financing. Casey is a graduate of The College of Saint Rose, holding a B.B.A. in small business and entrepreneurship. He is actively involved in community service, serving on the board of the McColl Center and mentoring for the Cherie Blair Foundation. Additionally, he co-chairs the Hispanic and Latino Council at Bank of America and participates in the CBI 40 under 40 Leadership Development Program. Outside of work, he enjoys life in South End with his wife and their sociable Pitbull, Kilo.
Casey`s contact details
*************@bofa.com
******@pursuitlending.com
***********@bankofamerica.com
Colleagues
Retail Banking Various roles
VP, Fixed Income Securities
AVP, Philanthropic Solutions
Managing Director, Market Executive
Officer
Investment Banking and Private Equity Analyst
Vice President & Senior Trust Officer
Financial Center Manager
Trade Operations Team Manager
Financial Advisor