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 Polowy is a Senior Vice President and Portfolio Manager at Bank of America Private Bank. He is directly responsible for portfolio management, asset allocation and portfolio construction for high net worth clients. Dan is also responsible for tactical and strategic asset class and sub-asset class decisions within individually managed portfolios.
Dan has over 15 years of investment management experience. Prior to joining the Private Bank at Bank of America in 2003, he was a financial advisor with both Merrill & Morgan Stanley. In 2007, he was selected as the first portfolio manager in the country to travel overseas in order to establish and train a team of associates in India. In this role, he worked closely with senior leadership across Global Wealth & Investment Management to develop strategy, processes, and training for offshore analytical support.
Dan received his B.A. from Miami University. He also holds the Certified Investment Management Analyst (CIMA®) designation, completed in conjunction with The Wharton School at the University of Pennsylvania.
Dan is a member of the NC Society of Financial Analysts and the CFA Institute, as well as the Investments & Wealth Institute™.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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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.