ESTATE PLANNING COUNCIL OF LONG ISLAND

Peter Manzi is a Managing Director and Private Client Advisor with Bank of America Private Bank. Peter works closely with business owners, corporate executives, professionals, and multi-generational families, helping them discern what they want to accomplish with their wealth and delineating a more efficient pathway to those priorities. With more than 35 years of experience in private banking, he offers the perspective and knowledge to support clients in unwinding the complexities they encounter in managing their wealth, supporting a more purposeful approach to their intentions and aspirations. Clients look to Peter as their first phone call for any financial matter. He, in turn, is gratified to surround clients with the resources they need, connecting them to capabilities enterprise wide. A strong collaborator, Peter underscores the importance of having the right circle of advisors at the table before a business transition or sale, who work proactively to enhance the value of a transaction. “We help entrepreneurs work on their business,” he explains, “when their time is absorbed working in their business.” Prior to joining Bank of America, Peter was a Senior Private Banker at City National Bank for 19 years, where he played a crucial role in the bank’s expansion into the New York market. Peter’s career also includes more than 17 years with Citigroup, where he was a Director of Private Banking. He earned his B.B.A. in Finance, Banking and Investments from Hofstra University. Dedicated to professional excellence, Peter holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. and the Certified Exit Planning Advisor® designation from the Exit Planning Institute. He is the President and an Executive Board Member of the Estate Planning Council of Long Island and a member of XPX Exit Planning Exchange. Peter and his wife, Lucinda, have two sons and reside on the North Shore of Long Island. His charitable passions include programs supporting children with learning disabilities, families of fallen NYC Fire Fighters and US military veterans. He holds a 2nd Degree Black Belt in the self-defense art of Jiu Jitsu and is a recipient of his school's Bushido Award.