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.
Brian Wineke is a Managing Director and Market Executive at Bank of America Private Bank covering the Pacific Northwest region, which encompasses offices in Seattle, Bellevue, Tacoma, Spokane and Vancouver, Washington, as well as Portland, Oregon, and Salt Lake City, Utah. In this role, he leads a team of financial professionals who, together, advise clients on their investment management, wealth structuring, estate planning, philanthropy, private business financing, banking, credit and trust service needs.
Brian joined the Bank of America Private Bank (formerly U.S. Trust) in 2005 as the Market Executive for the Pacific Southwest Region, which included Southern California and Arizona. Prior to this position, he was the Sales Manager and Resident Director for Merrill in the Los Angeles area.
Brian is a graduate of the United States Naval Academy where he played Water Polo for a team that qualified for the NCAA finals all four years. He spent five years serving as a Naval Officer. Brian earned an M.B.A. from the Marshall School of Business at the University of Southern California and is a graduate of Pacific Coast Banking School. Brian holds the Certified Investment Management Analyst® designation.
He is active in the community and serves on the board of the Seattle Art Museum. Brian and his family reside in Seattle, WA.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
- University of Southern California
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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.