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 Fink is a Senior Vice President and Private Client Advisor for Bank of America Private Bank in Westport, Connecticut. He has more than 15 years of experience as a private wealth advisor serving ultra-affluent families by creating bespoke strategies to help them navigate some of their most important financial decisions. He joined Bank of America Private Bank (formerly U.S. Trust) in 2014.
Brian and his team work with high-net-worth and ultra-high-net worth tech entrepreneurs, business owners, real estate families, and corporate executives helping them solve the intergenerational complexities of family wealth dynamics and governance. Brian’s team is made up of seasoned professionals in the investment management, tax, trust and estate, as well as structured lending and banking fields. Through their broad range of experience, they are able to dynamically advise clients on balancing and diversifying risk across each client’s total family balance sheet.
Brian has presented at The Wharton School of the University of Pennsylvania on the complex topic; private banking needs of ultra-affluent business owners and how to best balance risk across their overall balance sheet. He was on the board of Beyond the Boroughs, an organization that awards college scholarships to severely underprivileged youth. He has been a contributor on Fox Business News Radio and has appeared in several publications such as the Wall Street Journal and Research Magazine.
Brian Fink is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® professional
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
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Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.
Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change
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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.