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.
Dana Fisk is a Senior Vice President and Private Client Manager with Bank of America Private Bank in New York, New York. Dana serves as a central resource and a reliable guide for ultra-high-net-worth clients, addressing their wealth-management needs with timeliness and care. She provides deft coordination across the members of a client’s Private Bank team, advancing sustained momentum toward client priorities.
Dana integrates the knowledge and insight she has gained from working closely with an accomplished clientele. Her experience with multiple areas within the Private Bank has heightened her ability to anticipate client needs and connect families to impactful resources, enterprise wide. She has particular depth catering to the priorities of business owners, senior executives, nonprofit institutions, and individuals in the midst of significant personal or professional transitions. Clients look to Dana as a reliable problem solver and an empathetic listener. She builds enduring relationships that demonstrate her sincere interest in client well-being.
Dana has worked at Bank of America Private Bank (formerly U.S. Trust) since 2012. Prior to her current role, she served as a Fiduciary Client and Business Manager, overseeing a large team of associates. Her tenure also includes more than three years as a Trust Officer, providing her with detailed knowledge of fiduciary plans. Earlier in her career, Dana practiced law in a boutique Manhattan firm specializing in trusts and estates. She earned her B.B.A. in finance and international management from Boston University’s School of Management and her J.D. from St. John’s University School of Law. She is a licensed attorney and member of the New York State Bar.
Dana and her husband Ryan live on the South Shore of Long Island with young children. She loves to spend time outdoors with her family, including skiing, visiting the beach, and biking. In her free time, she also enjoys running and reading.
In her role at Bank of America Private Bank, Dana does not provide legal advice.
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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.