Dane Amerine

Senior Vice President, Portfolio Manager

Professional Profile

Dane Amerine is a Senior Vice President and Portfolio Manager with Bank of America Private Bank in Washington D.C.  In his role, Dane is responsible creating and maintaining personalized investment strategies utilizing a broad range of wealth management services, including financial planning and wealth strategy. This includes assisting clients with establishing their goals and objectives, and developing an appropriate overall strategy. Through his regular reviews with clients, Dane reviews the appropriateness of the potential solutions he has implemented and evaluates their progress toward reaching the initial goals and strategy set forth. In addition, he supports clients in navigating through virtually every market environment to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategies - from risk-based planning strategies to banking and lending needs.

Dane started his career at AIM Management supporting the fixed income fund managers and working as a fixed income trader. Dane moved to Dallas to work for Fidelity Investments where he supported the brokerage division's high-net-worth clients. Dane began working for Bank of America as a Portfolio Analyst and then moved into the roles of Portfolio Manager and Team Leader. Prior to rejoining the Bank of America Private Bank Team, he worked as an Independent Advisor.

Dane is a graduate of TCU with a bachelor's degree in economics and received an MBA from the University of Dallas.

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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 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.