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Andrew H H Dana

Senior Vice President, Portfolio Manager

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Professional Profile

Andrew Dana is a Senior Vice President and Portfolio Manager within the Institutional Investments group at Bank of America Private Bank in Boston, Massachusetts. In this role, he is responsible for developing and executing investment approaches designed to help clients meet their short- and long-term goals by understanding endowment, foundation, charitable trust and pension plan needs and for helping them get clarity about the financial implications of missions and the areas of focus for investment strategies. This includes planning and managing customized strategies by leveraging Bank of America’s broad range of investment management services and services available through other Bank of America Corporation affiliates, identifying opportunities that shape portfolios and long-term investments through consulting and advisory services, and researching market ideas and building investment portfolios designed to navigate today’s evolving markets.

Prior to joining Bank of America in 2013, Andrew was an associate at BNY Mellon Wealth Management in their Family Office & Charitable Solutions group, where he was responsible for modeling portfolios and performing cash flow analysis for select family foundations, operating businesses, and trusts. He also worked for UBS Private Wealth Management, where he was a member of a team responsible for advising individuals and families of significant wealth.

Andrew graduated from Providence College with a Bachelor of Arts degree in political science. He is a CFA® charterholder and is a member of the CFA Society of Boston.


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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.