David C Schmidt

Senior Vice President, Private Client Manager

Professional Profile

Dave is a Senior Vice President and Private Client Manager with Bank of America Private Bank. Dave leads a team of seasoned specialists focused on the high net worth market. He consults clients regarding the entire balance sheet, and strives to address planning, investment, banking, credit, philanthropic and risk management needs.

With more than 20 years experience, Dave started his career with Bank of America predecessor LaSalle National Bank in 1991 and joined Bank of America in 2007 when it acquired LaSalle Bank N.A. At LaSalle National Bank, Dave participated in the bank's ABN AMRO Loan Officer Credit Training Program. Prior to joining LaSalle Bank's Wealth Management Group,  Dave spent twelve years as a commercial lender serving the needs of non-bank financial institutions and middle market privately owned businesses.

Dave received his B.A. from the University of Notre Dame, and his M.B.A. from the Kellogg School of Management at Northwestern University. In addition, he holds the Certified Investment Management AnalystSM (CIMA®) designation, the Certified Private Wealth Advisor® (CPWA®) designation and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.

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

*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.

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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.