Bryan Smith

Vice President, Private Client Advisor

Professional Profile

Bryan Smith is a Vice President and Private Client Advisor  at Bank of America Private Bank. In this role, he is responsible for connecting high net worth individuals and institutions to strategies that can help reach their financial goals. His approach combines the client experience of a boutique-like private bank with access to extensive resources, including traditional, specialty asset, alternative, and capital market investment strategies as well as customized credit and banking offerings. 

Bryan has over 15 years of financial services experience in capital markets and wealth management.  Prior to joining Bank of America Private Bank Bryan spent the majority of his career in the institutional equity sales and trading business both as a trader and research sales where he advised hedge funds, mutual funds and other institutional clients on diversifying investment risk, single stock selection and macro-economic trends.  

Bryan graduated from the Gilman School in Baltimore before attending Loyola University Maryland where he graduated with a Bachelor of Arts degree in Education and played lacrosse on the Division 1 men's lacrosse team.  Bryan lives in Darien, Connecticut where he is a member of Darien United Methodist Church.

*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

Our Team

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

Mark S. Ellis

Private Client Manager


Stacy L Bone

Private Client Manager


John T Kahler

Senior Trust Officer


Amy E Zinser

Senior Trust Officer


Christine C Bocuzzo

Portfolio Manager


Jason Hendricks

Portfolio Manager


Joan G Lanius-Nichol

Portfolio Manager

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Daniel Gallagher

Portfolio Manager


Mary Wall

Wealth Strategies Advisor

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David E. Drew

Senior Trust Officer


Jeffrey J. Danile

Senior Trust Officer


Jason Leinberger

Portfolio Manager


Key Contacts

Jacqueline Almerino


Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future


For more than 200 years, Bank of America Private Bank (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.