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.
Danielle Beccarelli
Senior Vice President, Private Client Advisor
Professional Profile
Danielle Beccarelli is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Princeton, New Jersey. She works closely with an ultra-high-net-worth clientele to help optimize and streamline the management of their wealth.
As one of a select circle of advisors to hold the Institutional Client Advisor (ICA) title, Danielle assists organizations and their investment committees with their long-term financial growth and mission achievement – leveraging her extensive experience serving many of the nation’s most highly regarded non-profit institutions.
Danielle has over 25 years’ experience in institutional asset management and private wealth management. With a deep understanding of the nuances of the various sectors of the non-profit industry and providing financial guidance to ultra-high-net-worth families, she helps clients to achieve both financial and philanthropic goals. Believing that the best practices utilized by the largest endowments can also be applied to smaller organizations, as well as families seeking to preserve and grow wealth for future generations, Danielle takes an institutional approach to management of clients’ investments.
Before joining Bank of America Private Bank (formerly U.S. Trust), Danielle spent 22 years at JPMorgan, the first 19 of which as a member of the commercial banking’s higher education, healthcare and nonprofit team – ultimately as an executive director/svp leading the firm’s strategic planning around coverage of the higher education field. Danielle then joined the asset management division, providing investment management for endowments and private banking services for ultra-high-net-worth families.
Danielle holds a B.S. in finance from Fairfield University, and lives in Lawrenceville with her husband, Paul, and their two daughters. Danielle enjoys playing tennis, relaxing at the beach and, especially, spending time with her family.
EDUCATION
- Fairfield University, Dolan School of Business
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.
