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 Kay
Managing Director, Private Client Advisor
Professional Profile
Daniel Kay is a Managing Director and Private Client Advisor at Bank of America Private Bank, in Los Angeles, California. An efficient and creative problem solver, he draws on more than two decades of wealth management experience to help connect ultra-high-net-worth clients to the global resources of the Private Bank. Daniel takes great satisfaction in his ability to manage complex and strategic relationships with commercial real estate owners and developers, corporate executives, and business owners.
As a relationship builder Daniel is readily accessible. His personalized approach takes a broad overview of clients’ financial lives. Long before he formulates any specific strategies, he spends considerable time asking questions and learning about their goals for their families and their businesses.
To aid him in addressing their unique situations, Daniel draws not only on his own knowledge, but also on a team of specialists with deep experience in investment management, trust and estate planning services, philanthropic opportunities, and sophisticated credit and lending solutions for acquisitions of fine art and other collectables.
Daniel started his career in wealth management in 1995. Prior to joining Bank of America Private Bank (formerly U.S. Trust) in 2017, he served as a director and private banker with Deutsche Bank. Previously, he served as a wealth management executive at Credit Suisse Private Bank, Salomon Smith Barney, and Bear Stearns. He earned a Bachelor of Science degree from Boston University.
Daniel and his wife have two daughters. His hobbies revolve around art, culture, and a variety of outdoor sports, including skiing, snowboarding, surfing, golf and tennis. In his spare time, he enjoys watching his older daughter compete in national junior tennis tournaments.
EDUCATION
- Boston University
LANGUAGES
- English
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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.
