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.
Daniel (Dan) Duke
Managing Director, Market Director
Professional Profile
Dan Duke is a Managing Director and Market Director for Bank of America Private Bank in Bellevue, Washington.
Dan and his partner, Rob Brewer, lead one of the Private Bank’s accomplished teams, overseeing more than $3.83 billion in client balances as of April 2023. Dan and his team of specialists serve a top echelon of family offices, non-profits, and affluent individuals including C-suite executives, real estate investors and developers, attorneys and entrepreneurs who have sold their businesses.
For clients challenged by the complexities of wealth, Dan delivers a highly customized approach designed to deliver clarity and simplicity. Dan also works to enhance both sides of clients’ balance sheets as part of an overall strategy focused on helping clients optimize outcomes. Applying his 25-plus years of experience, Dan recognizes his leadership role in collaborating with internal specialists in investment management, trust and estate planning services, credit and lending, business and succession planning, and philanthropy.
Dan is a dual citizen of Canada and the United States and has led teams in both countries. He worked first at Royal Bank of Canada before moving to Seattle when the firm expanded to the United States. Later, he joined Bank of America. Today Dan serves many clients with an international balance sheet. His numerous contacts across Bank of America enable Dan to assist clients in streamlined fashion – knowing whom to call and summon to the table.
Dan is a Certified Private Wealth Advisor® professional. He also holds a Bachelor of Arts honors degree in economics from Queen's University in Ontario, Canada and an M.B.A. from The Anderson School at UCLA.
*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.
ORGANIZATIONS
- American Friends of SMUS
EDUCATION
- Queen's University, Ontario Canada
- UCLA, Anderson School of Management
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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
Key Contacts
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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.
