Daniel (Dan) Duke

Managing Director - US Trust, Market Director

Professional Profile

Dan Duke is a Managing Director and Market Director for Bank of America Private Bank (formerly U.S. Trust). Dan and his partner Rob Brewer, lead a highly credentialed team of wealth and investment specialists who work in concert to simplify the complexities of significant wealth. Based in Bellevue Washington, the team oversees more than $2.3 Billion of client balances as of April 2019. The team is known across the Pacific Northwest for its expertise and customized approach to serving the unique needs of high-net-worth families, real estate investors, and Family Offices.

 

Dan has 25 years of direct experience leading wealth management teams and working directly with high-net-worth families, non-profits and institutions in both the United States and Canada. Wealth creators look to Dan and his team for coordinated guidance on investment management, wealth transfer and custom credit needs, philanthropy, as well as trust and estate planning.

 

Dan holds a Bachelor of Arts Honors degree in Economics from Queen's University in Ontario, Canada and an MBA degree from The Anderson School at UCLA. Dan holds the Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute™ taught in conjunction with The University of Chicago Booth School of Business.

Dan is an active member of his community, working with various corporate and non-profit groups. Dan lives in West Bellevue with his wife and two teenage daughters.

 


*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.

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

Jean-Pierre (JP) Green

Private Client Manager

425.467.9803

Laura S Jones

Private Client Manager

425.467.9714

Richard N Stice

Portfolio Manager

206.358.3342

Jennifer Flewelling

Portfolio Manager

206.358.3250

Alicia G. Bennett

Portfolio Manager

425.467.9774

Richard L Powell

Senior Trust Officer

253.310.4586

Jonathan B. Hommer

Wealth Strategies Advisor

206.358.3350

Key Contacts

Melissa S Gray

425.467.9808

Elizabeth (Liz) Rhoton

425.467.9799

Rachel M Miller

425.467.9779

Dominic Impala

425.467.9749

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

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

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.