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Daniel (Dan) P. Casper

Managing Director, Wealth Strategies Advisor

Professional Profile

Dan Casper is a Wealth Strategies Advisor with Bank of America Private Bank.  He joined the Private Bank (formerly U.S. Trust) in 2007. A Managing Director assisting business owners and high net worth clients Bank of America Private Bank to identify their financial and personal goals and to craft creative and comprehensive plans to help pursue those goals.

As part of our conversations with clients, we focus on learning the unique needs and discussing the important decisions around their wealth, lifestyle and how their wealth may impact future generations. In our approach, we offer thoughtful advice, addressing their many needs in the areas of wealth preservation and legacy building, trust and estate planning with tax considerations, business succession, retirement, cash flow management as well as philanthropic endeavors. In addition to an undergraduate business degree from Purdue University, Dan also graduated from Fairfield University where he received a Master’s of Science in Finance.

Dan is a frequent speaker at client and professional seminars on estate, financial, and business planning topics. Over the past 25 years of working with affluent clients, Dan has focused on wealth transfer, charitable planning, business succession, and retirement planning strategies. Dan has run his own financial planning practice and served the clients of several Fortune 100 financial services firms. Dan holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc., is a member of the Hartford Business and Estate Planning Council, a member of the Professional Advisory Committee of the Hartford Foundation for Public Giving and previously on the Board of the Juvenile Diabetes Research Foundation.


*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

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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.