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 Gorelik is a Senior Vice President and Senior Trust Officer at Bank of America Private Bank in Greenwich, Connecticut. Dana joined Bank of America Private Bank in 2021, from Wells Fargo Private Bank, where she most recently worked a Senior Wealth Planning Strategist in Greenwich, Connecticut. Before transitioning into wealth management, Dana was a practicing attorney for over eight years. She focused her practice in the areas of family law, estate planning, probate, and business success planning. During her career, Dana has worked with many business owners, real estate developers, corporate executives, and professional athletes.
In her current role, Dana works with high-net-worth and ultra-high-net-worth families to help ensure that her clients’ trusts remain effective and to ensure that their wealth transfer goals are reflected in their documents and plans. Dana is the point of contact for matters related to trust administration.
Dana graduated from Ithaca College with a B.A. in politics. She has a Juris Doctor from the University of Pittsburgh School of Law.
Dana resides with her family in Chappaqua, New York. In her free time, she serves on the Board of Directors of the American Heart Association for Westchester and Putnam Counties, New York, and enjoys spending time outdoors.
Dana does not provide legal or tax advice in her role at Bank of America Private Bank.
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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.