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Lydia Nikolic, CSRIC®
Private Bank Market Leader
Lydia Nikolic, CSRIC® is a senior executive at Bank of America Private Bank. She holds the position of Managing Director and serves as the Market Leader for Brooklyn and Queens in New York.2 In this role, she is responsible for leading and overseeing the private banking operations in these two boroughs.
As a Market Leader, Nikolic is tasked with "getting things done" and spearheading the bank's initiatives in her designated market areas.1 Her responsibilities likely include managing client relationships, developing business strategies, and ensuring the delivery of high-quality private banking services to affluent individuals and families in Brooklyn and Queens.
Nikolic's professional credentials include the CSRIC® designation, which stands for Chartered SRI Counselor. This certification suggests she has expertise in sustainable, responsible, and impact investing strategies, which are becoming increasingly important in the wealth management industry.
On her LinkedIn profile, which uses the username "lidijan," Nikolic shares insights and updates related to her work. For example, she recently posted about the bank's Year Ahead Outlook, discussing market views and potential risks and opportunities for 2024.3 This indicates that she is actively engaged in providing thought leadership and keeping clients informed about economic and market trends.
Highlights
Bank of America Private Bank Brooklyn team was thrilled to host Newlab Founder Fellowship: Bank of America VC Happy Hour on Wednesday. Founders and Venture Capitalists came together to meet and connect at Newlab in Brooklyn Navy Yard.
At Bank of America we align our activities to help create economic development while also addressing important societal priorities. This includes the role we play to help finance the transition to a secure, sustainable global economy. It also includes our work around our equity investment program. Renee Nalbandyan and Jamie Reid, executives of Bank of America equity investment program joined us at the Newlab event. As of today, this program has surpassed $500 million in equity investments to support minority and women entrepreneurs. This work is with more than 150 funds, which have invested in over 1,000 companies. More than 25% of these funds impact NYC. These venture capital funds are led by diverse emerging managers and focus on investing in companies that focus on impact, such as education, health, job creation, small business, or environmental impact.
Delighted to be joined by Fernando Montejo from #New York City Economic Development Corporation - our long-term partner with whom we co-sponsor the Newlab Founder Fellowship cohort, and by our friends and partners from #Brooklyn Chamber of Commerce - Kathie Lee, EVP and Luc Saint-Preux, Head of Tech & Innovation.
Special thanks to our amazing team who work with Newlab founders day-in and day-out: John Alexander, Private Client Advisor; Ozoda Jovliyeva, Business Banking Relationship Manager; Steve Plangetis, Business Banking Relationship Manger, and Noreen Gillen, Merrill Lynch Wealth Management Advisor
Bank of America Private Bank Queens team was delighted to partner with Queens Chamber of Commerce in hosting the business owner event on Wednesday at our offices in Forest Hills.
Bank of America's Jack Crilly, Wealth Strategies Advisor and Kitty Yen, Structured Credit Executive moderated Capitalizing on Value: A Roundtable on Business and Commercial Property Maximization. Participants enjoyed receiving quality advice while engaging in a dynamic discussion. Thank you, #Shahriar Hossain and #Queens Chamber of Commerce for your partnership.
