Bank of America announced that Dallas’ Harsh Agarwal has joined the company as a managing director and family office strategist.
Elizabeth Thiessen
In the newly created role, Agarwal will deliver family office solutions to ultra-high-net-worth families in partnership with private bank-private client advisors and client teams. He reports to Elizabeth Thiessen, head of family office solutions at Bank of America Private Bank.
“Helping to deliver innovative, sophisticated, and cutting-edge services, Harsh is an important addition to our team as we guide families to create meaning and purpose for their wealth that lasts generations,” Thiessen said in a statement.
Bank of America said that its private bank family office helps the most-affluent families in the nation manage their day-to-day needs, and the intricacies of governance and stewardship, allowing them to focus on their priorities.
The family office practice provides capacity and infrastructure through a comprehensive suite of integrated services and strategic advice, including data aggregation, bill pay, entity and partnership accounting, document vaulting, and family-wealth stewardship and engagement, the banking company said.
Agarwal has nearly a decade of experience in the financial industry, Bank of America said.
Before his current role, Agarwal was a vice president and fiduciary wealth advisor at Bernstein Private Wealth Management where he advised ultra-high-net-worth families, business owners, corporate executives, and charitable foundations.
Get on the list.
Dallas Innovates, every day.
Sign up to keep your eye on what’s new and next in Dallas-Fort Worth, every day.
R E A D N E X T
-
In this week’s roundup of hires, promotions, and accolades in North Texas, you’ll also find news from UTD's Center for Brainhealth, DART, Enseo, LiquidAgents/StaffDNA, Alpine Advanced Materials, Runway Growth Capital, Optic Gaming, Dallas Thrives, Downtown Dallas Inc., TechGenies, Kainos Capital, Texas Motor Speedway, and more.
-
Last year, Dallas-Fort Worth International Airport partnered with Dallas-based Turn Compost to collect and haul food waste from terminal concessions. Since March 2021, 60 tons have been composted. Community farms and gardens including Bonton Farms, F.A.R.M., Misty Moon Farms, and many others benefit from donated animal feed and compost.
-
With an initial target raise of $20 million, Ty Lee's Common Dwelling online platform offers everyday Americans a chance to invest in—and profit from—single-family home rentals. "I wanted to create a platform where people can invest with however much money they have available to them," Lee said. Even if that's as little as $100 or $1,000.
-
Dallas-based financial services giant Comerica Bank has named Trent Sampson, Jerry Collazo, and Adriana Najera to its newly formed South Dallas Business Banking Team that is led by Group Manager Derric Hicks. "As the leading bank for business, it is imperative that we raise expectations in all the communities where we live and serve," Comerica Bank Dallas Market President Amanda Mahaney said in a statement. "For many years, we have provided retail banking services and made community investments in the South Dallas community. Now, Derric and his team will focus on finding access to capital solutions for underserved entrepreneurs and…
-
CBRE's Q4 2021 report on the Dallas region's office space shows marked increases in absorption and construction while the rise in vacancies, though slowing, remains high.
