In her role, Bita provides in-depth, customized financial guidance for ultraaffluent individuals, families, business owners, executives and stakeholders. Her passion is delivering the full breadth and capabilities of a dynamic, global financial institution to her clients, integrating multiple aspects of their financial lives through a holistic approach.
Bita serves a select group of clients that reflects the broad diversity of wealth in the country. These clients look for simplicity, clarity and innovation in managing their wealth—whether they’re exploring customized investment management, planning for a liquidity event, borrowing against their assets or needing guidance related to trust and estate planning services. Bita applies her direct experience, the team’s knowledge and leverages access to RBC Wealth Management’s dedicated specialists to address these complex wealth management needs. Her areas of focus include custom lending asset allocation and management.
Prior to joining RBC Wealth Management, she was at Merrill Private Wealth Management, and before that was a Commercial Banker at Bank of America’s Global Commercial Banking group with a focus on commercial real estate banking that included publicly listed, private equity-owned and multigenerational family held business enterprises. She was responsible for managing a portfolio of existing clients that included regular engagement with CEOs and CFOs at an advisory level regarding the client’s industry and the capital markets. Bita led, directed and coordinated key team members through the delivery of CRE credit originations, treasury management, investment banking, derivatives and wealth management; ultimately responsible for the delivery of all banking services offered to clients and prospects. Prior to joining Bank of America in 2015 at its headquarters in Charlotte, North Carolina, Bita was in the investment banking group at Credit Suisse where she held multiple roles.
In her free time, she enjoys playing tennis and being outdoors.
