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.
Marta Ortiz Engram
Managing Director, Private Client Advisor
Professional Profile
Marta Ortiz Engram is a Managing Director and Private Client Advisor with Bank of America Private Bank in Dallas, Texas. With 30 years spent in wealth management, commercial and international banking, Marta serves an affluent clientele that can benefit from customized financial strategies spanning multiple disciplines.
Marta works closely with entrepreneurs who operate or have sold their businesses, senior executives in the oil, gas and manufacturing industries, retirees including those recently widowed, and generations of families. For clients facing liquidity events, Marta helps diversify their wealth in other types of investments, including specialty assets and real estate.
She and her team provide clients with a wide range of capabilities including investment management, concentrated stock solutions, estate planning services, banking, credit and fiduciary services.
Marta began her financial services career at First International Bank of Houston – a predecessor to Bank of America. While at Bank of America, she has been a client manager in international banking and commercial banking – and since 1988, has worked in her current role with the Private Bank (formerly U.S Trust).
Marta is a native of Havana, Cuba and graduated from the University of Houston with a Bachelor of Business Administration degree in finance. Marta resides in the Lakewood area of Dallas where, along with her husband, Bob, she is active at First Presbyterian Church of Dallas. She also serves on Bank of America’s Hispanic Leadership Council and is involved with several community organizations including The Economic Leadership Council of the Texas Women's Foundation. Additionally, Marta sat on the Board of Directors of Girl Scouts of North East Texas.
EDUCATION
- University of Houston
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Our Team
Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
FEATURED ARTICLES
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.
