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 (Dan) P. Casper
Managing Director, Wealth Strategies Advisor
Dan Casper is a Managing Director and Wealth Strategies Advisor with Bank of America Private Bank in Hartford, Connecticut. He works closely with multi-generational families to anticipate and address a wide range of wealth strategy needs. He helps design and deliver tactical financial strategies in estate planning, intergenerational wealth planning, charitable giving, concentrated stock option planning, retirement planning, income tax planning, and cash flow analysis.
An integral part of Dan’s approach is to support the needs of entrepreneurs and business owners with strategic guidance on corporate structure, business succession and exit planning strategies. He has the knowledge to help develop and implement pre-sale tax minimization strategies in anticipation of a liquidity event.
As tax laws are rewritten and personal and family circumstances shift, Dan takes an integrated view of clients’ trust and estate planning documents to review beneficiaries and to help ensure that assets are properly titled and to identify current and long-term needs and goals. He also works in concert with clients’ accountants, attorneys and other professional advisors to help develop personalized strategies that can help address their family’s philanthropic and tax planning goals.*
Dan joined Bank of America Private Bank (formerly U.S. Trust) in 2007. He earned a bachelor’s degree in business from Purdue University and a master’s degree in finance from Fairfield University. He also holds the CERTIFIED FINANCIAL PLANNER™ certification.
A member of the Estate and Business Planning council of Hartford, Dan is a frequent speaker on estate, financial, and business planning topics. He has served on the Professional Advisory Committee of the Hartford Foundation for Public Giving and has been involved with the Juvenile Diabetes Research Foundation for more than 20 years, having served on its Board of Directors.
*Dan does not offer tax advice in his role at Bank of America Private Bank.
Neither Bank of America Private Bank nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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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.