At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. 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 is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Dorothy S Oertel-Albright
Managing Director, Private Client Advisor
Professional Profile
Dorothy Oertel-Albright is a Managing Director and Private Client Advisor with Bank of America Private Bank in New York. Dorothy works closely with high-net-worth individuals and families, helping them address their distinct priorities and needs. A skilled problem-solver, she relishes the opportunity to unwind complexity, heighten simplicity, and increase transparency. Her tenure and continuity with the firm enhance her ability to connect clients to the resources and capabilities that can help them pursue the lives and legacies they envision.
Dorothy has extensive experience advising hedge fund and private equity principals, as well as other executives in financial services. She understands the needs that can accompany concentrated wealth, including cash management, customized banking, wealth strategy, trust and estate planning services, and philanthropy. Closely attuned to each family’s preferences and dynamics, she enjoys helping multiple generations become more capable and informed stewards of their wealth. Dorothy also advises clients who have inherited their wealth, supporting them in their efforts to grow, preserve, and transfer these legacies effectively. She takes great satisfaction in connecting families to best practices in wealth education, communication, and governance, so they can foster positive outcomes for the people and causes they cherish.
Dorothy has worked at Bank of America Private Bank (formerly U.S. Trust) for more than two decades. During this tenure, she has managed a Private Banking department and its Wall Street Office. Previously, Dorothy held management positions with the Private Bank at Bank of New York.
Dorothy earned her B.A. from Skidmore College in Business and Spanish. She and her husband live in Bedminster, New Jersey.
ORGANIZATIONS
- Pluckemin Church Bedminster NJ
EDUCATION
- Skidmore College
LANGUAGES
- English
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
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 families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.
