Contact Info
Harsh Agarwal

Harsh Agarwal is a Managing Director and Family Office Strategist at Bank of America Private Bank. In this role, Harsh partners with Private Client Advisors and client teams to serve families with the benefit of significant wealth and the burden of complexity that comes with it. Through collaboration with key internal and external stakeholders, Harsh is responsible for growing market share, promoting brand awareness, and ongoing strategic direction of Family Office solutions. These solutions include multi-custodian consolidated investment reporting, integrated general ledger capabilities, treasury and bill pay management services, and advisory services related to the formation, ongoing governance, and transition of family offices. With innovative, sophisticated, and cutting-edge services, Harsh and his team help families achieve a more meaningful future lasting several generations.

Prior to his current role, Harsh 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. He built his client servicing model akin to a multi-family office where he partnered with external experts in industries such as banking, M&A, trust and estates, insurance, legal, tax, and personal home care to dimension client complexity and customize solutions to their needs. Harsh has also enjoyed successful stints in commercial banking, investment sales, real estate finance, and management consulting.

Harsh was born and raised in Mumbai, India, where most of his immediate family still resides. He graduated summa cum laude with dual degrees in Computer Science and Business Management from the University at Buffalo, New York. His childhood in Mumbai did not prepare him for the winters in the Northeast, so Harsh, his wife, Jill, and dogs, Molly and Lampard, are thrilled to call Dallas, Texas, home. Harsh is passionate about financial literacy, entrepreneurship, animal welfare, and social programs that support the elderly. On an off day, you can find Harsh either playing golf, grilling outside with family, or running around with his dogs.

Harsh sits on the boards or executive committees of the North Dallas Chamber of Commerce, The Senior Source, and TiE Dallas.