Daniel Shulman

Vice President, Private Client Advisor

Professional Profile

Daniel E. Shulman is a Vice President and Private Client Advisor with Bank of America Private Bank in Melville, New York. He brings more than a decade of not-for-profit and private wealth management experience to his role as an advisor for multigenerational, ultra-high-net-worth families and select institutions throughout the New York metropolitan area. As the client’s single point of access to the deep resources of the Private Bank, Daniel assembles and leads a team with the breadth and depth of knowledge to help streamline complex financial issues. 

Sensitive to the time constraints of clients with demanding professional and personal lives, Daniel is committed to making himself available outside traditional business hours. Together with a team of Private Bank specialists, he focuses on delivering highly customized wealth management strategies to help clients pursue specific financial goals. These can include specialized credit and lending for real estate investors and art collectors, as well as pre-transaction planning and succession strategies for business owners. Daniel and his team also offer trust and estate planning services and strategies for legacy planning and philanthropy. 

Prior to joining the Private Bank (formerly U.S. Trust) in 2017, Daniel spent four years at Bernstein Private Wealth Management. He started his career at a community foundation, where he developed strategies for planned giving. Daniel graduated from Queens College, CUNY with a Bachelor’s degree in political science and earned an M.B.A. degree in Jewish professional leadership at Brandeis University.

Daniel is passionate about using his skills and experience to benefit the community. He serves on the board of Hillel International at Queens College, as well as on the young professionals committee of the Jewish National Fund and the membership committee of the Holocaust Memorial & Tolerance Center of Nassau County.

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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (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.