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 M Tucei
Senior Vice President, Private Client Advisor
Professional Profile
Brian Tucei is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in New York City. Brian works closely with an accomplished clientele, helping them deploy their wealth more strategically while pursuing their personal and professional priorities. He has particular depth catering to the needs of hedge fund and private equity principals, real estate investors, financial services executives, and family offices.
An experienced team leader and wealth planner, Brian is adept in addressing complex balance sheets, supporting clients in assessing their risks and aligning multiple facets of their wealth. He works in concert with a team of in-house specialists who look to uncover possible efficiencies through tax-sensitive investing, trust and estate planning services, wealth strategy, lending and liquidity offerings, and philanthropy. Referrals constitute Brian’s primary source of new relationships—an honor that spurs his continuing emphasis on a highly responsive service ethic that demonstrates his care for each person.
Brian draws on an extensive background in wealth-management. Prior to joining Bank of America Private Bank, he served as a Senior Relationship Manager with First Republic Bank, where he led a team that catered to the needs of high-net-worth individuals and families. Earlier in his career, Brian was a Private Client Relationship Manager with Citibank, where he spent more than 8 years. He began his financial services career in 2006 with J.P. Morgan Chase, where he spent more than 6 years, ultimately serving as a Private Client Banker.
Brian earned his B.S. from the University of California, Riverside. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
A resident of Westchester County, Brian loves spending time with his wife, Kerry, their young daughter, and their dog, Dakota. In his free hours, he enjoys playing sports, hiking with his family, staying fit, and reading.
In his role at Bank of America Private Bank, Brian does not provide tax advice.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
EDUCATION
- University of California, Riverside
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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.
