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 Schwartz is a Vice President and Portfolio Manager with Bank of America Private Bank in New York City. Dan works closely with high- and ultra-high-net-worth individuals and families to tailor an investment portfolio that is consistent with their personal and financial goals, cash flow needs and tolerance for market fluctuations.
Dan is open-minded in his approach to building your portfolio. High among his priorities is to spend one-on-one time with you to learn what’s important in your life and hear you describe the relationships you have with individual family members. It can also be helpful to hear from their perspective the relationships they have with one another. Dan can draw on these discussions to help shape your portfolio strategy and build in the flexibility that family’s often need and want.
When questions arise about the markets and your investments Dan wants to be the first person you consult. He can conduct an in-depth analysis and can also speak with the many fiduciary investment specialists that work at the the Private Bank to assist with a thorough, on-point response within the context of your overall goals. Dan believes the more informed you are as an investor, the greater the likelihood that you can withstand the emotional strains of market volatility and life cycle events and the impact they can have on your commitment to stick with your strategy.
Dan is a graduate of Rutgers University where he received both a Bachelor’s degree in economics and political science and his MBA. Dan has worked in the investment community since joining Bank of America Private Bank (formerly U.S. Trust) in 2011 and is an active member of the CFA Society of New York. Dan and his wife live in Hoboken, New Jersey. He is an ardent hockey fan and enjoys playing the guitar.
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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.